Corey C. Casilio

CASILIO LEITCH INVESTMENTS

Walnut Creek, CA 94596

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CRD#: 4560030

Professional summary

Corey Charles Casilio, who also goes by Corey Casilio, is a registered financial advisor currently at CASILIO LEITCH INVESTMENTS located in Walnut Creek, California.

Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Corey has worked at 7 firms and has passed the Series 66, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Corey Casilio

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey Charles Casilio'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®

None

Experience

Current

November 13, 2014 - Present

CASILIO LEITCH INVESTMENTS

Office #1: 1990 N.california Blvd Suite 830, Walnut Creek, CA 94596

RIA

CRD#: 173152

Walnut Creek, CA

Past

September 2, 2011 - December 26, 2014

CONCERT WEALTH MANAGEMENT

RIA

CRD#: 141253

WALNUT CREEK, CA

Past

February 25, 2010 - September 27, 2011

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

SAN RAMON, CA

Past

June 17, 2008 - February 2, 2010

SECURITIES AMERICA, INC.

CRD#: 10205

SAN RAMON, CA

Past

February 20, 2008 - September 9, 2011

VALENTINE CAPITAL ASSET MANAGEMENT, INC.

RIA

CRD#: 140861

SAN RAMON, CA

Past

January 11, 2008 - April 29, 2008

GENEOS WEALTH MANAGEMENT, INC.

CRD#: 120894

SAN RAMON, CA

Past

October 30, 2002 - November 28, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BUFFALO, NY

Past

October 11, 2002 - November 28, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BUFFALO, NY

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".

CASILIO LEITCH INVESTMENTS

CASILIO LEITCH INVESTMENTS | CASILIO LEITCH INVESTMENTS, LLC

CRD#: 173152 / SEC#: 801-110379

RIA

Registered Investment Advisory firm - (4/24/2017 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.

Highlighted states indicate IAR registrations

IAR

California
(11/13/2014)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/28/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 8/30/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/10/2002

General Securities Representative Examination

Current Firm

CASILIO LEITCH INVESTMENTS

CASILIO LEITCH INVESTMENTS | CASILIO LEITCH INVESTMENTS, LLC

CRD#: 173152 / SEC#: 801-110379

RIA

Registered Investment Advisory firm - (4/24/2017 Approved)

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Contact information

Main Address

1990 N.california Blvd Suite 830, Walnut Creek, CA 94596

Mailing Address

Phone number

(925) 448-2215

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CRS (3/27/2025)

ADV 2A (3/27/2025)

ADV 2B LAWRENCE CANTERA (3/27/2025)

ADV 2B COREY CASILIO (3/27/2025)

ADV 2B WILLIAM LEITCH (3/27/2025)

Regulatory assets under management

Total Number of Accounts	325
AUM (Assets Under Management)	$ 235,147,000

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.

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Firm Stability Insights

Corey C. Casilio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey Charles Casilio's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONCERT WEALTH MANAGEMENT

PURSHE KAPLAN STERLING INVESTMENTS

SECURITIES AMERICA, INC.

VALENTINE CAPITAL ASSET MANAGEMENT, INC.

GENEOS WEALTH MANAGEMENT, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CASILIO LEITCH INVESTMENTS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/28/2002

Series 31

Date: 8/30/2004

Series 7

Date: 10/10/2002

Current Firm

CASILIO LEITCH INVESTMENTS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CASILIO LEITCH INVESTMENTS

TRUST BUT VERIFY

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