Nicholas Castellano
Nicholas Castellano is a registered investment advisor at Outlook Wealth Advisors, LLC, based in The Woodlands, TX, with 17 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 569 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable and does not exceed 1.50% of assets under management.
Fee Estimator
Location
224 Ed English Dr., Suite A, The Woodlands, TX, 77385
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Regulatory History
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
Outlook Wealth Advisors, LLC
Previous Registrations
Ae Wealth Management, LLC
Singer Wealth Advisors LLC
Primerica Advisors
PFS Investments INC.Broker
Morgan Stanley
Morgan StanleyBroker
Scottrade Investment Management
Scottrade, INC.Broker
Pacific Wealth Management
Girard Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Franklin National Financial Group, LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Gkn Securities CORP.Broker
Coleman & Company Securities, INC.Broker
Argent Securities, INC.Broker
State Registrations1 state
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
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