Luca Stefano Casellini
Professional Summary
Luca Stefano Casellini was a registered financial advisor. Luca was a previously registered financial professional and started their career in finance 1997 - 2024. Luca had worked at 7 firms and has passed the Series 63, Series 57TO, SIE, Series 3, Series 55, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
ZANBATO SECURITIES LLC
Contact Information
Main Address
711 / 715 N. Shoreline Blvd., Mountain View, CA 94043Mailing Address
711 / 715 N. Shoreline Blvd., Mountain View, CA 94043Phone Number
(650) 557-2333Established
Delaware since 06/17/2015Firm Type
Limited Liability CompanyFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (43 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Nov 1999Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Jun 2002About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed May 2002About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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