Andrew Castellano
Andrew Castellano is a registered investment advisor at Truist Advisory Services, INC., based in Richmond, VA, with 28 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
11501 W Broad St, Richmond, VA, 23233
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Regulatory History (1)
Customer Dispute
September 2024Other Business Activities
Andrew is a trustee at Norfolk Collegiate School, a private school in Norfolk, Virginia, since June 2023. He is one of 20 trustees involved in making decisions about school operations and future directions, dedicating minimal time to this role.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Suntrust Investment Services, INC.
Crestar Securities CorporationBroker
Scottsdale Securities, INC.Broker
Olde Discount CorporationBroker
State Registrations14 states
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.