Nicholas Daniel Castellano
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Outlook Wealth Advisors, LLCApr 2026 to now
- Outlook Wealth Insurance Services, LLCApr 2026 to now
- NDC Missions LLCAug 2025 to Apr 2026
- Ae Wealth Management, LLCMar 2025 to Aug 2025
- Kirsner Wealth ManagementMar 2025 to Aug 2025
- Singer Wealth Advisors LLCJan 2025 to Mar 2025
- PFS Investments IncSep 2020 to Jan 2025
- Primerica AdvisorsSep 2020 to Jan 2025
- Self EmployedJan 2019 to Sep 2020
- Morgan StanleyMay 2018 to Jan 2019
- Self EmployedSep 2017 to Apr 2018
- Scottrade Investment ManagementMar 2017 to Aug 2017
- Scotttrade, IncMar 2017 to Aug 2017
- Self EmployedOct 2016 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Outlook Wealth Advisors, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 2718649
- 291465