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Casto Colldelrio
31 Years of Experience
2 DisclosuresBroker
Casto Colldelrio is a registered investment advisor at Oriental Financial Services LLC, based in San Juan, PR, with 31 years of industry experience. Casto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 486 clients with $360M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
12 advisors
IM Fee
Planning only
Assets Under Management
$360.6M
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Location
254 Munoz Rivera Ave, 11th Floor, San Juan, PR, 00918
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
April 2022Customer Dispute
December 2010Settled
Other Business Activities
Casto is the president and majority partner of True Substance and Vitallity, a short-term addiction rehabilitation center. He also owns a rental home and produces seminars and events related to wellbeing and addiction recovery.
Employment History
Current Registrations
Oriental Financial Services LLC
July 2022 - Present · 3 yrs 9 mos
Oriental Financial Services LLCBroker
July 2022 - Present · 3 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
July 2018 - May 2022 · 3 yrs 10 mos
UBS Financial Services INC.Broker
January 2002 - May 2022 · 20 yrs 4 mos
UBS Financial Services Incorporated of Puerto RicoBroker
January 2002 - August 2021 · 19 yrs 7 mos
Doral Securities, INC.Broker
September 1996 - January 2002 · 5 yrs 4 mos
R.K. Grace & CO.Broker
August 1996 - September 1996 · 1 mo
Prudential Securities IncorporatedBroker
January 1995 - August 1996 · 1 yr 7 mos
Allmerica Investments, INC.Broker
May 1994 - January 1995 · 8 mos
State Registrations2 states
FLPR
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.