ROBERT STEPHEN CASTELLINI is an investment adviser representative (IAR) with state registration records since 2001, appearing at 5 firms. Currently registered with SUMMIT FINANCIAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT FINANCIAL, LLC | 2026-03-09 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2021-01-06 | 2026-03-10 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2021-01-11 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2008-03-20 | 2009-06-01 | — |
| UBS FINANCIAL SERVICES INC. | 2001-01-17 | 2008-04-02 | — |