Edmundo Javier Castillo
Investment adviser representative at Evolution Wealth Advisors, LLC
11 yearsExperience
2 statesRegistered in
$2BFirm assets
9 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.
- Portfolio management
Experience
11 years in the industry.
- Evolution Wealth Advisors, LLCMar 2025 to now
- Morgan Stanley & Co., LLCApr 2021 to Mar 2025
- Morgan Stanley Private Bank, N.A.Jun 2019 to Mar 2021
- Morgan StanleyAug 2018 to Aug 2018
- The Carlyle GroupJun 2018 to Aug 2018
- Morgan StanleyAug 2017 to Aug 2017
- Aeronautical Systems IncJun 2017 to Aug 2017
- Harvard UniversityAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Evolution Wealth Advisors, LLC
$2BAssets managed
380Clients
8Advisers
9 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
- 6811674
- Firm CRD
- 285142