Anthony John Castillo
Investment adviser representative at Preston Investments
15 yearsExperience
1 stateRegistered in
$197.7MFirm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Preston InvestmentsApr 2026 to now
- Ac & Sons Custom Heating & CoolingApr 2011 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Preston Investments
Legal name: Preston Advisory Services LLC
$197.7MAssets managed
2,528Clients
4Advisers
1 yearIn 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
- 8263253
- Firm CRD
- 289926