Christopher Casale, financial advisor Wilbraham MA

Christopher Casale

CRD Number: 1052540
Current Firm: Cuso Financial Services, LP

Christopher Casale (CRD# 1052540) is an Investment Advisor Representative working at Cuso Financial Services, LP in Wilbraham, MA and has over 41 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA May 2017 - Current 6
Polish National Credit Union Wilbraham, MA Apr 2017 - Current 6
Lpl Financial LLC W Springfield, MA Nov 2015 - Mar 2017 1
Westfield Bank (formerly: Chicopee Savings Bank) W Springfield, MA Nov 2015 - Mar 2017 1
The Leaders Group Inc. Littleton, CO Jul 2014 - Oct 2015 1
United Wealth Management Group W. Springfield, MA Feb 2007 - Jun 2014 7
Nfp Securities, Inc. Westfield, MA Mar 2006 - Apr 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1982
S65 NASAA Investment Advisors Law Examination Aug 2015
Contact Info for Christopher A. Casale
Phone Number: 858-530-4400
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    4,083
    MILLIONS
  • Total Number of Accounts
    25,992
    ACCOUNTS
  • Average Account Value
    $157,079
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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