Douglas Castro
Investment adviser representative at Adc Wealth Management, LLC
33 yearsExperience
1 stateRegistered in
$206.1MFirm assets
14 yearsFirm in business
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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
Experience
33 years in the industry.
- Adc Wealth Management, LLCSep 2009 to now
- Charles Schwab & Co., Inc.Oct 1993 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Adc Wealth Management, LLC
$206.1MAssets managed
93Clients
2Advisers
14 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
- 2263200
- Firm CRD
- 159083