Keary Castleberry is a registered investment advisor, based in San Antonio, TX, with 31 years of industry experience.
Location
18756 Stone Oak Parkway, Suite 200, Suite 200, San Antonio, TX, 78258
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Snowden Capital Advisors LLC
August 2018 - Present · 7 yrs 9 mos
Snowden Account Services LLCBroker
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - August 2018 · 10 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - August 2018 · 10 yrs 7 mos
A. G. Edwards & Sons, INC.
September 2002 - January 2008 · 5 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
August 1994 - January 2008 · 13 yrs 5 mos
State Registrations12 states
AZFLHIIDINMANCOHRISCTXUT
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.