Nicholas
Casatelli
Woodstock Wealth Management, Inc
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About this Advisor
Nicholas Casatelli is a financial advisor who works out of Houston, Texas with 2 years of industry experience. Casatelli currently works for Woodstock Wealth Management, Inc. Over the course of their career, Casatelli has held roles at University Of Texas, River Oaks Country Club, Finish Line, Lupe Tortilla, On Demand Staffing, Axa Advisors LLC, Awm Financial Services Inc Dba Allied Wealth Management and Woodstock Wealth Management, Inc. Casatelli has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Mexico and Texas. Woodstock Wealth Management, Inc is a financial advisory business based out of Woodstock, GA. It has offices in 21 locations and a total of 28 people on staff. It administers $419 million in total assets across its 2,239 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm serves one charitable organizations. Of its 2,239 customer accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees vary depending on which services the firm provides the client. However, fees charged by Woodstock Wealth Management, Inc most likely include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodstock Wealth Management, Inc Brokerage Details
$418,827,117
28
2,239
$187,060
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Nicholas Casatelli Work History
Nicholas has been registered as a financial advisor for 2 years.*
Woodstock Wealth Management, Inc
Awm Financial Services Inc Dba Allied Wealth Management
Axa Advisors LLC
On Demand Staffing
Lupe Tortilla
Finish Line
River Oaks Country Club
University Of Texas
*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 Nicholas Casatelli 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 Woodstock Wealth Management, Inc
Mountainside, NJ
Woodstock, GA
Woodstock, GA
Woodstock, GA
West Palm Beach, FL
Woodstock, GA
Woodstock, GA
Erie, PA
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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