Michael
Caserio
Nuveen Asset Management, LLC
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About this Advisor
Michael Caserio is a financial advisor working out of Chicago, Illinois with 1 year of relevant experience. Caserio is on the advisory team at Nuveen Asset Management, LLC. Over the course of their career, Caserio has held roles at Oppenheimer & Co Inc, University Of Michigan, Cb2 Enterprise, Honda, University Of Detroit Jesuit High School, Baseline Tennis, Holy Name Elementary School, Nuveen Securities, LLC and Nuveen Asset Management LLC. Caserio maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois. Nuveen Asset Management, LLC is a registered investment company based out of Chicago, IL. It has offices in 14 locations and a total of 421 people on staff. It has $249 billion in assets under management among its 70,634 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 114 charitable organizations. Of its 70,634 customer accounts, 15% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business performs a wide array of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees largely depend on which services the firm provides the client. Fee types billed by Nuveen Asset Management, LLC likely are comprised of some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nuveen Asset Management, LLC Brokerage Details
$248,648,334,766
421
70,634
$3,520,236
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Michael Caserio Work History
Michael has been registered as a financial advisor for 1 years.*
Nuveen Securities, LLC
Nuveen Asset Management LLC
University Of Michigan
Oppenheimer & Co Inc
Cb2 Enterprise
Honda
Baseline Tennis
University Of Detroit Jesuit High School
Holy Name Elementary School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Caserio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nuveen Asset Management, LLC
Chicago, IL
Los Angeles, CA
New York, NY
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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