Gary M. Casciola

ASSUREDPARTNERS INVESTMENT ADVISORS

Moon Township, PA 15108

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CRD#: 2728412

Professional summary

Gary Michael Casciola, AIF® is a registered financial advisor currently at ASSUREDPARTNERS INVESTMENT ADVISORS located in Moon Township, Pennsylvania and PRIVATE CLIENT SERVICES, LLC located in Pittsburgh, Pennsylvania.

Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Gary has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) AssuredPartners Investment Advisors, LLC. 4600 West Cypress Street, Suite 405, Tampa, FL 33607. RIA. 100 hrs/mo; 90 during trading hrs. 2) GTB Holdings, LLC. 516 McCombs Road, Venetia, PA 15367. Real estate (condo) rental revenue/expenses. Also holds some proceeds from sale of TJS Financial Services to AssuredPartners. Owner. 2 hrs/mo; 1during trading hrs. 3) AssuredPartners. 1301 Grandview Ave, Pittsburg, PA 15211. Insurance Sales. 3 hrs/mo; 3 during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Michael Casciola's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

April 4, 2023 - Present

ASSUREDPARTNERS INVESTMENT ADVISORS

Office #1: 501 Marketplace Ave. Suite 200, Moon Township, PA 15108

RIA

CRD#: 309550

Moon Township, PA

Current

May 3, 2023 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 1301 Grandview Ave, Ste 400, Pittsburgh, PA 15211

RIA

CRD#: 120222

Pittsburgh, PA

Past

June 8, 2017 - April 24, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

PITTSBURGH, PA

Past

June 8, 2015 - April 10, 2023

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

Canonsburg, PA

Past

June 5, 2015 - April 24, 2023

LPL FINANCIAL LLC

CRD#: 6413

PITTSBURGH, PA

Past

March 9, 2009 - June 8, 2015

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

PITTSBURGH, PA

Past

March 2, 2009 - June 8, 2015

INVEST FINANCIAL CORPORATION

CRD#: 12984

PITTSBURGH, PA

Past

November 8, 2007 - March 5, 2009

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

PITTSBURGH, PA

Past

May 11, 2000 - March 5, 2009

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

PITTSBURGH, PA

Past

January 28, 1999 - May 9, 2000

FFP SECURITIES, INC.

CRD#: 16337

CHESTERFIELD, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASSUREDPARTNERS INVESTMENT ADVISORS

CRD#: 309550 / SEC#: 801-117771

RIA

Registered Investment Advisory firm - (12/10/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Ohio
(11/7/2023)

IAR

Pennsylvania
(4/4/2023)

Pennsylvania
(5/3/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/7/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/24/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/4/1999

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

ASSUREDPARTNERS INVESTMENT ADVISORS

CRD#: 309550 / SEC#: 801-117771

RIA

Registered Investment Advisory firm - (12/10/2019 Approved)

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Contact information

Main Address

4600 W. Cypress Street Suite 405, Tampa, FL 33607

Mailing Address

Phone number

(407) 708-0050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ASSUREDPARTNERS INVESTMENT ADVISORS ADV PART 2A SEPT 2, 2025 (9/2/2025)

Regulatory assets under management

Total Number of Accounts	3,759
AUM (Assets Under Management)	$ 3,251,947,155

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Gary M. Casciola

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Michael Casciola's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

LPL FINANCIAL LLC

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

FFP SECURITIES, INC.

Primary Firm SEC Registration

ASSUREDPARTNERS INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/7/2005

Series 63

Date: 11/24/1998

SIE

Date: 10/1/2018

Series 6

Date: 1/4/1999

FINRA

Current Firm

ASSUREDPARTNERS INVESTMENT ADVISORS

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSUREDPARTNERS INVESTMENT ADVISORS

TRUST BUT VERIFY

Contact information

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