Lisa M Caselli
Investment adviser representative at Panoramic Capital Partners LLC
15 yearsExperience
1 stateRegistered in
$392.7MFirm assets
2 yearsFirm in business
Are you Lisa M Caselli? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Panoramic Capital Partners LLCOct 2024 to now
- Goldman Sachs & Co., Inc.Feb 2011 to Oct 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OR).
Panoramic Capital Partners LLC
$392.7MAssets managed
159Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5675187
- Firm CRD
- 331349