Managing Member/chief Compliance Officer · Castle Wealth Management
Christina L Worley
CRD 2417412 · Named on Form ADV at one SEC-registered adviser
At a glance
Castle Wealth Management, an SEC-registered wealth manager based in Boynton Beach, FL with $430 million in regulatory assets, lists Christina L Worley on its Form ADV as Managing Member/chief Compliance Officer, a control person.
Firms and roles
- Castle Wealth ManagementManaging Member/chief Compliance OfficerWealth manager · Boynton Beach, FL · $430M in regulatory assets
AtlasMembers
Christina’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 1997 (28 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Christina’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gary B. SellariMember, Castle Wealth Management
- Melissa A. GannonMember/sr. Relationship Manager, Castle Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.