Casella, Giselle

Ownership stakes

• Star Wealth Advisors
  Chief Compliance Officer · Less than 5% · Dec 2024
• Axim Wealth Management Llc
  Chief Compliance Officer · Less than 5% · Nov 2024
• True Wealth Advisory Group, Llc
  Chief Compliance Officer · Less than 5% · May 2024
• Pilgrim Global Advisors Llc
  Chief Compliance Officer · Less than 5% · Mar 2024
• Kailash Capital Research Llc
  Chief Compliance Officer · Less than 5% · Mar 2024
• L2 Asset Management, Llc
  Chief Compliance Officer · Less than 5% · Mar 2024
• Lane Generational Llc
  Chief Compliance Officer · Less than 5% · Feb 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗