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Ryan Castro

Investment adviser representative at The Ameriflex Group
20 yearsExperience
1 stateRegistered in
$9.7BFirm 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 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

20 years in the industry.

  1. The Ameriflex GroupApr 2026 to now
  2. At&tJul 2006 to now

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (CA).

The Ameriflex Group

Legal name: The Ameriflex Group, Inc.

$9.7BAssets managed
16,203Clients
212Advisers
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
8239442
Firm CRD
305585
Advisor's SEC record (opens in a new tab)
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