Oscar
Castellanos
Provenance Wealth Advisors
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About this Advisor
Oscar Castellanos is a financial advisor based out of Miami, Florida with a total of 5 years of industry experience. Castellanos is an advisor for Provenance Wealth Advisors. Over the course of their career, they have held roles at Raymond James & Associates, Inc, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Provenance Wealth Advisors, Keys Decisions LLC and Global Investment 1. Castellanos maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Provenance Wealth Advisors is an advisory firm based in Fort Lauderdale, FL. The investment advisory business has offices in seven locations and a total of 54 employees. It handles $623 million in assets among its 108 accounts, making it one of the bigger financial advisory firms in the country by assets under management. Provenance Wealth Advisors provides a few services, such as financial planning services, pension consulting services and other services. Fees for financial advisory services are based on which services are offered. Fees billed by Provenance Wealth Advisors most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Provenance Wealth Advisors Brokerage Details
$623,232,415
54
108
$5,770,671
Investment Advisory Services
- Financial planning services
- Pension consulting services
- Other
Oscar Castellanos Work History
Oscar has been registered as a financial advisor for 5 years.*
Keys Decisions LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Provenance Wealth Advisors
Global Investment 1
Raymond James & Associates, Inc
*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 Oscar Castellanos 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 Provenance Wealth Advisors
Miami, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Miami, FL
Fort Lauderdale, FL
Miami, FL
Mason, OH
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