Kaisee Pelino has been an investment adviser representative at Prosperitas Financial since October 2024, and is not listed among the firm’s executive officers or direct owners.
Prosperitas Financial, LLC is a Valencia, CA firm with $812M under management, 2,138 clients and 23 advisers across 2 offices, as of its September 2026 filing.
- Prosperitas Financial, LLCCurrent– present · 2 yearsCastaic, CA · Adviser representative · Firm CRD 315768
Investment adviser representative registrations
Kaisee Pelino is registered as an investment adviser representative in California, as a resident of California, since October 2024.
- CaliforniaResidentSince 15 October 2024
Examinations
No examinations are on Kaisee Pelino’s record.
- CRD
- 7998149
- Firm
- Prosperitas Financial · CRD 315768
- Office
- Castaic, CA
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Kaisee Pelino work?
Kaisee Pelino is an investment adviser representative registered through Prosperitas Financial, LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Kaisee Pelino a financial advisor?
Yes. Kaisee Pelino has a current investment-adviser registration in California, through Prosperitas Financial since October 2024.
How many years of experience does Kaisee Pelino have?
Kaisee Pelino has 2 years in the financial industry, since October 2024, across 1 adviser firm.
Where is Kaisee Pelino based?
Kaisee Pelino’s registered office is in Castaic, CA.
Is Kaisee Pelino registered with FINRA?
No. Kaisee Pelino has no current broker registration.
How can I verify Kaisee Pelino’s record?
Search CRD 7998149 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kaisee Pelino’s full registration record.
