Financial ADVSR advisor directory · SEC adviser records
Kastel Capital Advisors, LLC financial advisors
Every SEC-registered investment adviser representative at Kastel Capital Advisors, LLC, by the state and city of the office they work from.
The short answer
3 registered advisors work at Kastel Capital Advisors, LLC, in 1 state and 2 cities; the most are in Wellesley, MA (2). 1 list the CFP designation and 0 are also registered broker representatives.
Search every Kastel Capital Advisors, LLC advisor by name →Who joined and left Kastel Capital Advisors, LLC →Kastel Capital Advisors, LLC: assets, clients and custodians →
Cities with the most Kastel Capital Advisors, LLC advisors
Kastel Capital Advisors, LLC advisors by state
Questions
How many financial advisors does Kastel Capital Advisors, LLC have?
3 investment adviser representatives are registered with Kastel Capital Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 2 cities. 1 list the CFP designation and 0 are also registered as broker representatives.
Where does Kastel Capital Advisors, LLC have the most advisors?
Wellesley, MA, with 2 registered advisors, then Dover, MA (1). By state, Massachusetts has the most, with 3.
How do I find a Kastel Capital Advisors, LLC financial advisor near me?
Pick your state below, then your city, to see every Kastel Capital Advisors, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Kastel Capital Advisors, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →