Christopher Albert Casale

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/2015 → 03/2017
  Lpl Financial Llc
  W Springfield, MA
• 11/2015 → 03/2017
  Westfield Bank (Formerly: Chicopee Savings Bank)
  W Springfield, MA
• 05/2017 → 05/2025
  Cuso Financial Services, L.P.
  San Diego, CA
• 04/2017 → Present
  Polish National Credit Union
  Wilbraham, MA
• 05/2025 → Present
  Lpl Financial Llc
  East Longmeadow, MA

Previous Registrations

• 2017-06-20 → 2025-05-15
  Cuso Financial Services, L.P.
  Wilbraham, MA
  Wilbraham, MA
  San Diego, CA
  Chicopee, MA
  East Longmeadow, MA
  Westfield, MA
• 2015-11-09 → 2017-04-05
  Lpl Financial Llc
  W Springfield, MA
  Chicopee, MA
  San Diego, CA
  Chicopee, MA
  South Hadley, MA
  Ware, MA
  Westfield, MA
  Westfield, MA
  Southwick, MA
  Westfield, MA
  Granby, CT

Other Businesses

1- 06/24/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name PNCU Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/02/2025 - 160 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-27
• S63 Uniform Securities Agent State Law Examination
  1982-06-28

Other Names

• Chris Casale
• Christopher Albert Casale