Bryan Castro is a CFP-designated registered investment advisor, based in Orchard Park, NY, with 22 years of industry experience.
Location
3075 Southwestern Blvd., Ste. 208, Orchard Park, NY, 14127
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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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Bryan is a teacher and provides consulting/coaching services, dedicating minimal time to these activities. He is also an advisory representative of an RIA and owns North Star Wealth of Western New York, spending about half his time on each of these investment-related roles.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Mollot & Hardy, INC.
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Mollot & Hardy, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
Cadaret, Grant & CO., INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations10 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.