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Board Member · Stoker Ostler, A Part of BMO Financial Group

Charles M. Cassinelli

CRD 4390487 · Named on Form ADV at one SEC-registered adviser

At a glance

Stoker Ostler, A Part of BMO Financial Group, an SEC-registered wealth manager based in Scottsdale, AZ with $3.7 billion in regulatory assets, lists Charles M. Cassinelli on its Form ADV as Board Member, a control person.

Firms and roles

AtlasMembers

Charles’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 (7)

  • Michelle L. DeckerManaging Director, Chief Operating Officer and Board Member, Stoker Ostler, A Part of BMO Financial Group
  • Michael S. BolarChief Investment Officer and Senior Portfolio Manager, Stoker Ostler, A Part of BMO Financial Group
  • Michael C. HallsSenior Portfolio Manager, Stoker Ostler, A Part of BMO Financial Group
  • Wallace W. HarrisDirector and Board Member, Stoker Ostler, A Part of BMO Financial Group
  • George P. LaceChief Financial Officer, Stoker Ostler, A Part of BMO Financial Group

2 more people named with Charles on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

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