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Financial ADVSR advisor directory · SEC adviser records

Kastel Capital Advisors, LLC financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a Kastel Capital Advisors, LLC office in Massachusetts, by city and A to Z.

The short answer

3 registered advisors work at Kastel Capital Advisors, LLC in Massachusetts, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Wellesley (2). 1 list the CFP designation and 0 are also registered broker representatives.

Kastel Capital Advisors, LLC advisors by city in Massachusetts

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Wellesley 2Dover 1

Kastel Capital Advisors, LLC advisors in Massachusetts, A to Z

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Questions

How many Kastel Capital Advisors, LLC financial advisors are in Massachusetts?

3 investment adviser representatives are registered at Kastel Capital Advisors, LLC offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Massachusetts does Kastel Capital Advisors, LLC have the most advisors?

Wellesley, with 2, then Dover (1). Kastel Capital Advisors, LLC has advisors in 2 cities in Massachusetts.

How do I check a Kastel Capital Advisors, LLC advisor in Massachusetts?

Each advisor below 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. Advisors are listed at the city of the Kastel Capital Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.