Adam Spencer Casto
Investment adviser representative at Safeguard Investment Advisory Group, LLC
12 yearsExperience
1 stateRegistered in
$702.3MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Safeguard Investment Advisory Group, LLCMar 2026 to now
- VanguardMay 2025 to Feb 2026
- UnemployedApr 2025 to May 2025
- Charles Schwab & Co., Inc.Aug 2018 to Jan 2025
- FedexMay 2018 to Aug 2018
- Colonial LifeMay 2017 to Sep 2017
- Hawks Tail of Greenfield Golf ClubMar 2016 to Aug 2018
- Hanover CollegeAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Safeguard Investment Advisory Group, LLC
$702.3MAssets managed
1,804Clients
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
- 7007052
- Firm CRD
- 146132