Chris Castro
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Feb 2026 to now
- OsaicJan 2026 to now
- Self-employedMar 2025 to Jan 2026
- B. Riley Wealth ManagementJul 2022 to Mar 2025
- B. Riley Wealth AdvisorsOct 2020 to Mar 2025
- National Securities CorporationOct 2020 to Jul 2022
- Select QuoteNov 2019 to Nov 2019
- Self-employedOct 2018 to Oct 2020
- Cetera Investment Advisers LLCMar 2018 to Oct 2018
- Cetera Investment Services LLCMar 2018 to Oct 2018
- Regions BankFeb 2018 to Oct 2018
- Self EmployesAug 2017 to Feb 2018
- Securities America AdvisorsJul 2016 to Aug 2017
- Securities America Inc.Jul 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (FL).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 2550954
- Firm CRD
- 23131