Nicholas
Darzentas
Castle Wealth Management
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About this Advisor
Nicholas Darzentas is a chartered financial analyst operating out of West Palm Beach, Florida with a total of 1 year of relevant experience. Darzentas is an advisor for Castle Wealth Management. During their career, the advisor has held roles at T3 Trading Group, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Sky Alpha Asset Advisors and Castle Wealth Management. Darzentas holds a Series 63 license, qualifying them as a securities representative, and can advise clients in Florida and New York. Castle Wealth Management is an advisory business operating out of West Palm Beach, FL. It has a total of 11 employees. It administers $354 million in assets under management between its 670 client accounts, placing it among the bigger firms in the country by assets under management. The firm advises five charitable organizations. Of its 670 client accounts, 42% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management typically vary depending on the financial services provided. Fees charged by Castle Wealth Management most likely consist of some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Castle Wealth Management Brokerage Details
$354,207,297
11
670
$528,668
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
- Other
Nicholas Darzentas Work History
Nicholas has been registered as a financial advisor for 1 years.*
Castle Wealth Management
Sky Alpha Asset Advisors
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
T3 Trading Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Darzentas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Castle Wealth Management
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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