Nicholas
Casatelli
Woodstock Wealth Management, Inc
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About this Advisor
Nicholas Casatelli is a financial advisor based in Houston, Texas, working with Woodstock Wealth Management, Inc. Nicholas has previously held positions at the University Of Texas, Finish Line, Lupe Tortilla, On Demand Staffing, Axa Advisors LLC, Awm Financial Services Inc Dba Allied Wealth Management, and Woodstock Wealth Management, Inc. Nicholas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Mexico and Texas. Currently, Nicholas is part of Woodstock Wealth Management, Inc, which operates out of Houston, Texas. The firm has 24 offices and 28 employees. The firm manages assets totaling $511.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Woodstock Wealth Management, Inc includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Woodstock Wealth Management, Inc Brokerage Details
$511,232,375
28
2,412
$211,954
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
Woodstock Wealth Management, Inc
Awm Financial Services Inc Dba Allied Wealth Management
Axa Advisors LLC
On Demand Staffing
Lupe Tortilla
Finish Line
University Of Texas
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
Woodstock, GA
Woodstock, GA
Mountainside, NJ
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West Palm Beach, FL
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Erie, PA
Woodstock, GA
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