Richard Policastro is a registered investment advisor at Wells Fargo Advisors, based in Red Bank, NJ, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
125 Half Mile Rd, Suite 107, Red Bank, NJ, 07701
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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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Richard has multiple outside business activities, including a partial ownership in Morrow Street Associates LLC, acting as a trustee for his son's trust, and partial ownership in Select Advisors Wealth Management LLC. These activities require minimal time commitment.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
First Institutional Securities, L.L.C.Broker
State Registrations35 states
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