Nicolas Castano
Investment adviser representative at Tru Independence Asset Management 2, LLC
11 yearsExperience
1 stateRegistered in
$92.7MFirm assets
6 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Tru Independence Asset Management 2, LLCApr 2026 to now
- Merit Wealth ManagementApr 2026 to now
- Morton WealthOct 2023 to Apr 2026
- Ucla ExtensionJun 2022 to Sep 2023
- AprovidecSep 2015 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Tru Independence Asset Management 2, LLC
$92.7MAssets managed
205Clients
4Advisers
6 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
- 7951900
- Firm CRD
- 309098