Milton
Castellanos
Guardian Wealth Advisors, LLC
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About this Advisor
Milton Castellanos is a financial advisor based in Raleigh, North Carolina, working with Guardian Wealth Advisors, LLC. Milton has previously held positions at Harbor Capital Management Inc, Guardian Wealth Advisors, LLC, Total Benefit Communications, and Provident Pensions Counsel, LLC. Milton has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Milton is part of Guardian Wealth Advisors, LLC, which operates out of Raleigh, North Carolina. The firm has 10 offices and 38 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Guardian Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Guardian Wealth Advisors, LLC Brokerage Details
$1,660,902,219
38
3,670
$452,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Milton Castellanos Work History
Guardian Wealth Advisors, LLC
Total Benefit Communications
Harbor Capital Management Inc
Provident Pensions Counsel, LLC
Disclosures
Please visit the SEC profile of Milton Castellanos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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