Kathleen Therese Castiello

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 03/2021 → 09/2021
  Inside Lacrosse
  Baltimore, MD
• 05/2022 → 08/2022
  Inside Lacrosse
  Baltimore, MD
• 05/2023 → 08/2023
  Healthy Baller
  Rockville, MD
• 06/2024 → 08/2024
  Sportradar
  Remote, XX
• 08/2019 → 05/2023
  Cornell University
  Ithaca, NY
• 08/2023 → 05/2025
  Clemson University
  Clemson, SC
• 07/2025 → Present
  Ubs Financial Services, Inc.
  Weehawken, NJ
• 08/2015 → 06/2019
  Georgetown Visitation Preparatory School
  Georgetown, DC

Exams

• S66 Uniform Combined State Law Examination
  2025-10-02