Taryn Kanani Castro
Investment adviser representative at Osaic Wealth, Inc.
8 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 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
8 years in the industry.
- Osaic Wealth, Inc.Dec 2024 to now
- OsaicJul 2024 to Dec 2024
- Institute of Reading DevelopmentApr 2023 to Jul 2024
- UnemployedMay 2022 to Apr 2023
- Shopaholic Sample SalesNov 2016 to May 2022
- Big Man BakesSep 2016 to Nov 2016
- Idle HourApr 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (HI, NV).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7955255
- Firm CRD
- 23131