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Michael Joseph Castiello

Principle Wealth

Madison, CT

CRD 6382294

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Employer firm

Principle Wealth CRD 290180

$3.20B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Principle Wealth

48 Wall Street, Madison, CT 06443 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2017-10-31
  • CT RA
    APPROVED
    Since 2017-10-31

Branch Locations

48 Wall Street, Madison, CT 06443 • 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
Essex Financial Services Essex CT 07/2014 01/2018
Princple Wealth Partners Llc Madison CT 10/2017 Present
  • 07/2014 → 01/2018
    Essex Financial Services
    Essex, CT
  • 10/2017 → Present
    Princple Wealth Partners Llc
    Madison, CT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-22
  • S66 Uniform Combined State Law Examination
    2014-10-22
Other Names
  • Michael Castiello

View on SEC IAPD

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Nearby Investors

AMY ALISIA LAWLER
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Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · MADISON, CT
LPL FINANCIAL LLC · MADISON, CT
ACCRETIVE CAPITAL MANAGEMENT, LLC · MADISON, CT

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