Douglas
Castro
Adc Wealth Management, LLC
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About this Advisor
Douglas Castro is a financial advisor based in Massapequa, New York, working with Adc Wealth Management, LLC. Douglas has previously held positions at Adc Wealth Management, Charles Schwab & Co., Inc, and Adc Wealth Management, LLC. Douglas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Douglas is part of Adc Wealth Management, LLC, which operates out of Massapequa, New York. The firm has 2 employees and manages assets totaling $186.4 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Adc Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Adc Wealth Management, LLC Brokerage Details
$186,442,000
2
219
$851,333
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Douglas Castro Work History
Adc Wealth Management
Adc Wealth Management, LLC
Charles Schwab & Co., Inc
Disclosures
Please visit the SEC profile of Douglas Castro 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 Adc Wealth Management, LLC
Massapequa, NY
Massapequa, NY
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