Corey Charles Casilio

Employer firm

Casilio Leitch Investments CRD 173152

$256M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → Present
  Casilio Leitch Investments, Llc
  Walnut Creek, CA

Previous Registrations

• 2011-09-02 → 2014-12-26
  Concert Wealth Management
  Walnut Creek, CA
  Walnut Creek, CA
• 2008-02-20 → 2011-09-09
  Valentine Capital Asset Management, Inc.
  San Ramon, CA
• 2002-10-30 → 2007-11-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Buffalo, NY
  Buffalo, NY

Exams

• S66 Uniform Combined State Law Examination
  2002-10-28

Other Names

• Corey Casilio