Corey Charles Casilio
Investment Adviser Representative at Casilio Leitch Investments
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Corey Charles Casilio is an investment adviser representative with Casilio Leitch Investments in Walnut Creek, CA, where they have been registered since 2014. They have worked in the securities industry since 2003 and have been registered with 4 firms, including Concert Wealth Management and Valentine Capital Asset Management, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 31 (managed futures). They are registered to provide investment advice in California.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Casilio Leitch Investments, LLCOct 2014 – no end date reportedWalnut Creek, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Casilio Leitch Investments
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial advisory and investment management services including Financial Planning/Advice, Asset Allocation Modeling, Legacy Planning, and Investment Management, delivered through independent custodial platforms and complemented by in-house and third-party investment research.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Walnut Creek, CA
- SEC file number:
- 801-110379
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 10, 2026
View full firm profileOther advisors at Casilio Leitch Investments
1 other advisor in the directory
View Casilio Leitch Investments firm profileSimilar advisors in Walnut Creek, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Corey Charles Casilio has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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