Benjamin Samuel shapiro Castillo
Investment adviser representative at Advanced Portfolio Strategies
10 yearsExperience
1 stateRegistered in
$217.4MFirm assets
2 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Advanced Portfolio StrategiesMar 2025 to now
- Aps Management Group, Inc.Mar 2025 to now
- StudentJan 2021 to Mar 2025
- Centric Capital AdvisorsOct 2016 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Advanced Portfolio Strategies
Legal name: Aps Management Group, Inc.
$217.4MAssets managed
471Clients
9Advisers
2 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
- 7764763
- Firm CRD
- 284697