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Kaisee Pelino

Prosperitas Financial, LLC

Valencia, CA

Castaic, CA

CRD 7998149

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Employer firm

Prosperitas Financial, LLC CRD 315768

$812M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Prosperitas Financial, Llc

25060 Avenue Stanford Suite 100, Valencia, CA 91355 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2024-10-15
  • CA RA
    APPROVED_RES
    Since 2024-10-15

Branch Locations

25060 Avenue Stanford Suite 100, Valencia, CA 91355 • United States

Castaic, CA • 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
Prosperitas Financial, Llc Valencia CA 10/2024 Present
Kaisee's Bookkeeping Service Castaic CA 01/2005 Present

View on SEC IAPD

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Nearby Offices

PROSPERITAS FINANCIAL, LLC · Valencia, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Valencia, CA
PROSPERITAS FINANCIAL, LLC · Valencia, CA

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