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Financial ADVSR advisor directory · SEC adviser records

Kastel Capital Advisors, LLC financial advisors in Wellesley, MA

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

The short answer

2 registered advisors work at Kastel Capital Advisors, LLC in Wellesley, out of 3 at the firm nationwide; it ranks number 20 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

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

Every Kastel Capital Advisors, LLC advisor →

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Kastel Capital Advisors, LLC advisors in other cities

Dover, MA 1

Other firms in Wellesley

All Wellesley advisors →

Morgan Stanley 130Equitable Advisors, LLC 65UBS Financial Services Inc. 26Ameriprise Financial Services, LLC 23Focus Partners Wealth, LLC 21RBC Capital Markets, LLC 14New England Private Wealth Advisors, LLC 10Empirical Asset Management, LLC 8LPL Financial LLC 8Northwestern Mutual Investment Services, LLC 8Raymond James & Associates, Inc. 7J.P. Morgan Securities LLC 5

Questions

How many financial advisors does Kastel Capital Advisors, LLC have in Wellesley?

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

Is Kastel Capital Advisors, LLC one of the largest advisor employers in Wellesley?

Kastel Capital Advisors, LLC ranks number 20 in Wellesley by registered advisors; Morgan Stanley has the most, with 130.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.