Michael Joseph Castiello

Principle Wealth

11 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningHigh Net Worth

Principle Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

1,093 clients

Average Client Portfolio

$2.4M average

Assets Under Management

$2.7B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$5,000

Location

670 Boston Post Road, Madison, CT, 06443

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Principle Wealth

October 2017 - Present · 8 yrs 4 mos

Previous Registrations

Essex Financial Services, INC.

March 2016 - October 2017 · 1 yr 7 mos

Essex Financial Services, INC.Broker

September 2014 - January 2018 · 3 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.