Catherine Castaldo is a registered investment advisor at Jefferies Investment Advisers LLC, based in New York, NY, with 47 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.
Compensation
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IM Fee
Assets Under Management
Location
520 Madison Avenue, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jefferies Investment Advisers LLC
Jefferies LLCBroker
Jefferies LLC
Previous Registrations
Leucadia Asset Management LLC
Stifel, Nicolaus & Company, IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
Schroder & CO. INC.Broker
A. G. Becker IncorporatedBroker
State Registrations53 states
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