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RIA / WealthAdvisorCertified Financial Planner22 years in industry

MARC CASTELLANI

Advisor at ASPIRIANT, LLC

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:16726742-5596-b415-37b8-e16641eb99d4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Oct 11, 2010 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Marc Castellani

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ASPIRIANT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 12, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jul 12, 2004
First registration: Oct 11, 2010
Dual registered: no
Other names: MARC C CASTELLANI|MARC CHRISTOPHER CASTELLANI|MARC CHRISTOPHER CASTELLANI
IAPD individual key: 2937879

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASPIRIANT, LLC	Independent wealth	Oct 26, 2015	n/a	yes	LOS ANGELES, CA\|LOS ANGELES, CA	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 11, 2010	Jun 22, 2012	no	LOS ANGELES, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	ASPIRIANT, LLC	Jun 22, 2012	Oct 26, 2015	1,221	Firm change after gap	Other

Relationships

Registered with (2)

→ ASPIRIANT, LLCRegistered adviserregistration: current employment
Oct 26, 2015 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 11, 2010 to Jun 22, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:16726742-5596-b415-37b8-e16641eb99d4
First observed: Oct 11, 2010
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MARC CASTELLANI

Advisor at ASPIRIANT, LLC

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:16726742-5596-b415-37b8-e16641eb99d4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:20 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ASPIRIANT, LLC

Independent wealth

Oct 26, 2015

n/a

yes

LOS ANGELES, CA|LOS ANGELES, CA

Current employment

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Oct 11, 2010

Jun 22, 2012

LOS ANGELES, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ASPIRIANT, LLC

Jun 22, 2012

Oct 26, 2015

1,221

Firm change after gap

Other