Robert Austin Schetty
Investment adviser representative at Castfirm Advisors LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$30MFirm assets
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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
15 years in the industry.
- Castfirm Advisors LLCJan 2025 to now
- Raymond James & Associates Inc.Mar 2022 to Jan 2025
- JP Morgan Chase Bank, N.A.Jul 2021 to Mar 2022
- UnemployedJun 2021 to Jun 2021
- StudentJan 2021 to Jun 2021
- Bdo USA LLCJun 2020 to Dec 2020
- StudentJul 2019 to Jun 2020
- JefferiesMay 2019 to Jul 2019
- Cornell UniversityAug 2017 to May 2021
- StudentJan 2015 to May 2019
- UnemployedJan 2011 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Castfirm Advisors LLC
$30MAssets managed
29Clients
3Advisers
Under 1 yearIn 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
- 7127405
- Firm CRD
- 327519