Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Castelli is an active broker and investment advisor representative with Goldman Sachs & Co. LLC, located in Chicago, Illinois. Robert has over 19 years of experience in the financial industry. He is registered with the Securities and Exchange Commission (SEC) and with the Financial Industry Regulatory Authority (FINRA). Robert has a strong track record of success in helping clients achieve their financial goals. He has a wide range of experience in providing investment advice, including portfolio management, financial planning, and retirement planning. Robert has a Series 7, Series 31, Series 66, and Series 24 license, allowing him to advise on a wide variety of investments, including stocks, bonds, mutual funds, and futures contracts. Robert is also a Registered Principal at Goldman Sachs. His previous experience includes working with Morgan Stanley DW Inc. in Purchase, New York.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
IL
08/22/2005 - Present
Goldman Sachs & Co. LLC (CHICAGO IL)
NY
10/22/2004 - 08/22/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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