Gary Michael Casciola

Private Client Services, LLC

26 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Private Client Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

633 advisors

Number of Clients

3,251 clients

Average Client Portfolio

$323K average

Assets Under Management

$1.1B

Location

Pittsburgh, PA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Gary works for AssuredPartners Investment Advisors as a Registered Investment Advisor (RIA), dedicating about half his time. He also owns GTB Holdings, LLC, a real estate rental company, and spends minimal time on it. Finally, Gary spends minimal time on insurance sales for AssuredPartners.