Robert Joseph Castella
Investment adviser representative at LPL Financial LLC
14 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
14 years in the industry.
- LPL Financial LLCFeb 2022 to now
- Equitable Advisors, LLCDec 2020 to Jan 2022
- UnemployedNov 2020 to Nov 2020
- Ice Dogs HockeyJan 2019 to Jan 2020
- Health Star CommunicationsAug 2018 to Oct 2020
- Solomon Page Temp AgencyAug 2017 to Aug 2018
- Coastal CarolinaAug 2012 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NJ).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7317297
- Firm CRD
- 6413