Nancy Castillo
Nancy Castillo is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Coral Gables, FL, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
355 Alhambra Cir, Florida Pwm Cg Ii, Coral Gables, FL, 33134
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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.
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Nancy is a member of the finance committee for the Miami Springs Seventh-day Adventist Church, a religious institution. She dedicates minimal time annually to reviewing and providing recommendations on financial matters, with no unilateral decision-making power.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Citigroup Global Markets INC.
Citi Private Advisory, LLCBroker
Citigroup Global Markets INC.Broker
Morgan Stanley
Morgan StanleyBroker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations17 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.