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Chief Compliance Officer/investment Advisor Representative · Castellano & Associates

Carson M. Castellano

CRD 8227460 · Named on Form ADV at one SEC-registered adviser

At a glance

Castellano & Associates, an SEC-registered wealth manager based in Shreveport, LA with $130 million in regulatory assets, lists Carson M. Castellano on its Form ADV as Chief Compliance Officer/investment Advisor Representative, a control person.

Firms and roles

  • Castellano & AssociatesChief Compliance Officer/investment Advisor RepresentativeWealth manager · Shreveport, LA · $130M in regulatory assets

AtlasMembers

Carson’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carson’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.