Margaret A Caster

Employer firm

Caster And Company, Inc. CRD 148931

$600.0K regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2008 → Present
  Caster And Company, Inc.
  Warwick, RI
• 11/1998 → Present
  Margaret A. Caster Cpa
  Warwick, RI
• 10/2009 → Present
  National Life
  Warwick, RI

Other Businesses

MARGARET A. CASTER IS A LICENSED CERTIFIED PUBLIC ACCOUNTANT IN THE STATE OF RHODE ISLAND. THIS PRACTICE CONSTITUTED APPROXIMATELY 85% OF HER TIME. THE ACCOUNTING PRACTICE IS HANDLED UNDER THE COMPANY OF MARGARET A. CASTER CPA LLC AND IS SEPARATE AND DISTINCT FROM THE BUSINESS OF ADVISER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-14