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Cataldi Wealth Management
CATALDI WEALTH MANAGEMENT LLC, Registered Agent
Cataldi Wealth Management LLC appears to operate under the Cataldo Financial Solutions brand, offering wealth management services including portfolio comparison and financial planning. The business is likely based in Mount Sinai, NY, as indicated by the LLC's principal address. The website prompts users to contact them for a free portfolio comparison, suggesting a focus on individual investment management.
Filed July 10, 2026 · Mount Sinai, NY
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See how it worksAbout Cataldi Wealth Management
Cataldi Wealth Management is a wealth management business (LLC) registered on July 10, 2026 with the New York Division of Corporations. The business is located in Mount Sinai, New York 11766. The record lists CATALDI WEALTH MANAGEMENT LLC as Registered Agent.
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Filing Details
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Frequently Asked Questions
When was Cataldi Wealth Management registered?
Cataldi Wealth Management was registered as LLC on July 10, 2026 in New York.
Where is Cataldi Wealth Management located?
Cataldi Wealth Management is based in Mount Sinai, NY, 11766.
What type of business is Cataldi Wealth Management?
Cataldi Wealth Management is classified as a wealth management business (financial planning).
Does Cataldi Wealth Management have an EIN on file?
No EIN was found on file for Cataldi Wealth Management at the time of registration.
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Contact information below not verified
We searched the web for this business but could not confirm a website, phone number, or email address. See our reasoning and the candidates we evaluated below.
Our Reasoning
Cataldi Wealth Management LLC appears to operate under the Cataldo Financial Solutions brand, offering wealth management services including portfolio comparison and financial planning. The business is likely based in Mount Sinai, NY, as indicated by the LLC's principal address. The website prompts users to contact them for a free portfolio comparison, suggesting a focus on individual investment management.
Potential Candidates
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Web Search Candidates
cataldofs.com
brokercheck.finra.org
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