Best Investors Account Sign in
Inactive

Marc Castellani

Aspiriant, LLC

Los Angeles, CA

Los Angeles, CA

Claim This Profile
Current Employers
Aspiriant, Llc

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2015-10-26
  • CA RA
    APPROVED
    Since 2015-10-26

Branch Locations

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aspiriant, Llc Los Angeles CA 02/2015 12/2016
Aspiriant, Llc Los Angeles CA 01/2017 12/2021
Aspiriant, Llc Los Angeles CA 03/2025 Present
Aspiriant, Llc Los Angeles CA 01/2022 12/2024
Aspiriant, Llc Los Angeles CA 01/2025 03/2025
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-01
S63 Uniform Securities Agent State Law Examination 2004-07-12
  • S66 Uniform Combined State Law Examination
    2010-10-01
  • S63 Uniform Securities Agent State Law Examination
    2004-07-12
Designations
Other Names
  • Marc C Castellani
  • Marc Christopher Castellani
  • Marc Christopher Castellani

View on SEC IAPD

Other Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
NORTHERN TRUST SECURITIES, INC.
NUVEEN ASSET MANAGEMENT, LLC
WEALTHSPIRE RETIREMENT ADVISORY

Other Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

More in Los Angeles, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor