Robert Stephen Castellini

Current Employers

Employment History

• 06/2009 → 01/2021
  Morgan Stanley
  Cincinnati, OH
• 01/2015 → 01/2021
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 01/2021 → 03/2026
  Wells Fargo Clearing Services, Llc
  Cincinnati, OH
• 01/2015 → 01/2021
  Morgan Stanley Private Bank, N.A
  New York, NY
• 03/2026 → Present
  Summit Financial, Llc
  Parsippany, NJ

Previous Registrations

• 2021-01-06 → 2026-03-10
  Wells Fargo Clearing Services, Llc
  Cincinnati, OH
  Cincinnati, OH
• 2009-06-01 → 2021-01-11
  Morgan Stanley
  Cincinnati, OH
  Cincinnati, OH
  Cincinnati, OH
  Cincinnati, OH
• 2008-03-20 → 2009-06-01
  Citigroup Global Markets Inc.
  Cincinnati, OH
• 2001-01-17 → 2008-04-02
  Ubs Financial Services Inc.
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

(1) CASTELLINI MANAGEMENT COMPANY LLC, INV RELATED, CINCINNATI, OH, 100% OWNERSHIP BY FAMILY, START 12/31/1997, ZERO HOURS PER MONTH, ZERO DURING TRADING, FAMILY ESTATE PLANNING.| (2) CINCINNATI SPORTS MALL CORPORATION, INV RELATED, CINCINATTI, OH, 73% OWNERSHIP BY CASTELLINI MANAGEMENT COMPANY LLC, START 8/1/2000, .5 HOURS PER MONTH, .5 HOURS DURING TRADING, GOVERNANCE AND OVERSIGHT OF SPORTS FITNESS CLUB AND COMPLEX. (3) DRAKE PARTNERS, LLC, INVT RELATED, CINCINNATI, OH, 100% OWNERSHIP, START 3/5/2021, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER OF LLC TO HOLD INVT AND REAL ESTATE.| (4) NFP HEALTH & LIFE INSURANCE; INV. RELATED; CINCINNATI, OH; TRAIL COMMISSIONS; START DATE 5/2022; 0 HRS PER MONTH; DUTIES: NONE.| (5) PRETORIAN LABS, NOT INVT RELATED, VALLEY VIEW, OH, SENIOR CONSULTANT, START DATE 8/19/2024, 4 HRS PER MONTH, 0 HRS DURING TRADING, SALES AND MARKETING FOR BUSINESS HELPING PATIENTS WITH ADDICTION.| (6) BLUE BRIDGE PEOPLE; NOT INV RELATED; BLUE ASH, OH; CONSULTANT; START DATE 8/26/2024; 4 HOURS PER MONTH; 0 DURING TRADING; IDENTIFYING PRIVATE COMPANIES AND CONSULTING WITH POTENTIAL CANDIDATES FOR IT EXECUTIVE SEARCHES.| (7) CINCINNATI SPORTS MALL; NOT INV RELATED; CINCINNATI, OH; HEALTH AND WELLNESS CLUB; BOARD MEMBER; START DATE: 08/01/2000; 1 HRS PER MONTH; 1 HRS DURING TRADING; (8) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Castellini Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products. (9) Attilio: A life optimization platform which also hosts longevity events integrating human and artificial intelligence. Human AI-native to the core - serving as a single, conflict free point of orchestration for every dimension of living. Attilio integrates health solutions, precision medicine and longevity, strategies, legal architecture and financial intelligence all into one coordinated ecosystem, Powered by Human AI, subject matter experts transform life management into a cohesive single point orchestration; Non-investment related; Position: Chief Growth Officer and Partner; Responsible for the strategic partnerships that drive growth in revenue; Address: 100 2nd Ave. S #1046, St. Petersburg, FL 33701-4307; www.attilio.com; Start: 5/25/26.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-06
• S63 Uniform Securities Agent State Law Examination
  1994-08-26

Other Names

• Bob Castellini