Craig
Castanos

Commonwealth Financial Network

CRD#5020476
Investment Advisor
in San Diego, CA
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About this Advisor

Craig Castanos is a certified financial planner operating out of San Diego, California, with a total of 28 years in the industry. Castanos is an advisor for Commonwealth Financial Network. Over the course of their career, Castanos has held roles at Manning Wealth Management, Inc, Craig V Castanos Cpa/Cfp and Commonwealth Financial Network. Castanos maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in California. Commonwealth Financial Network is a business that has its headquarters in San Diego, California. The firm has offices in 1,090 locations and a total of 3,200 people on staff. It administers $81 billion in total assets across its 335,560 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 223 charities and foundations. Of its 335,560 customer accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Commonwealth Financial Network provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice depend on the type of financial services. Fee types charged by Commonwealth Financial Network can be comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

28 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

401 B Street Suite 2300/Suite 2305
San Diego, CA 92101

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

CA Average: $16,012,751,954
Total Number of Employees

3,350

CA Average: 118
Total Number of Accounts

388,288

CA Average: 4,567
Average Account Size

$219,462

CA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Craig Castanos Work History

Craig has 28 years of experience.

2010 - Present (9 years)

Manning Wealth Management, Inc

2010 - Present (9 years)

Commonwealth Financial Network

1990 - 2010 (20 years)

Craig V Castanos Cpa/Cfp

Disclosures

Craig Castanos has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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