Teri L. Castagneto-mcleish
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Teri Lee Castagneto-mcleish, who also goes by Teri Lee Castagneto, Teri Lee Castagneto, was a registered financial professional .
Teri is a previously registered financial professional and started their career in finance in 2001. Teri had worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 14, 2010 - October 23, 2012
GITTERMAN WEALTH MANAGEMENT, LLC
May 5, 2010 - November 7, 2011
TRIAD ADVISORS LLC
May 5, 2010 - October 22, 2012
TRIAD ADVISORS LLC
August 20, 2003 - May 5, 2010
VOYA FINANCIAL PARTNERS, LLC
April 8, 2003 - May 5, 2010
VOYA FINANCIAL PARTNERS, LLC
June 27, 2002 - April 7, 2003
NATIONAL PLANNING CORPORATION
May 3, 2001 - July 8, 2002
WALNUT STREET SECURITIES, INC.
Primary Firm SEC Registration
GITTERMAN WEALTH MANAGEMENT, LLC
CRD#: 153062 / SEC#: 801-71246
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
GITTERMAN WEALTH MANAGEMENT, LLC
CRD#: 153062 / SEC#: 801-71246
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 558 |
| AUM (Assets Under Management) | $ 666,146,820 |
Red Flags
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