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Charles M Cassinelli

Board MemberStoker Ostler Wealth Advisors, Inc.CRD 4390487

About Charles M Cassinelli

Charles M Cassinelli is listed as Board Member at Stoker Ostler Wealth Advisors, Inc. in Scottsdale, AZ. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Stoker Ostler Wealth Advisors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Charles M Cassinelli work?

Charles M Cassinelli is listed as Board Member at Stoker Ostler Wealth Advisors, Inc. on SEC Form ADV.

How much of Stoker Ostler Wealth Advisors, Inc. does Charles M Cassinelli own?

Form ADV reports a beneficial ownership band of Under 5%.

Stoker Ostler Wealth Advisors, Inc.

TitleBoard Member
OwnershipUnder 5%
Control personYes
Since2016