Robert Castiglione
Robert Castiglione is a CFP-designated registered investment advisor at LPL Financial LLC, based in Williamsville, NY, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
6500 Sheridan Drive, Suite 200, Williamsville, NY, 14221
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a partner at WNY Asset Management, where he dedicates all of his time to client relations, financial planning, compliance, and investment management. He also works as an insurance agent selling health, life, long-term care, and annuity products, dedicating a few hours per week, and is a partner at WNY Tax Planning.
Employment History
Current Registrations
LPL Financial LLCBroker
Wny Asset Management, LLC
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Assent LLCBroker
Andover Brokerage, L.L.C.Broker
M&t Securities, INC.Broker
State Registrations36 states
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