Juan Castaneda is a registered investment advisor, based in Key Biscayne, FL, with 11 years of industry experience.
Location
797 Crandon, cab102, Key Biscayne, FL, 33149
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Regulatory History
Clean regulatory record
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
Stonehaven, LLCBroker
February 2026 - Present · 3 mos
Stonehaven, LLC
February 2026 - Present · 3 mos
Oneseven
July 2025 - Present · 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2021 - March 2025 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2021 - March 2025 · 3 yrs 4 mos
J.P. Morgan Securities LLCBroker
October 2018 - November 2021 · 3 yrs 1 mo
Fieldpoint Private Securities LLC
March 2017 - October 2018 · 1 yr 7 mos
Fieldpoint Private Securities, LLCBroker
September 2016 - October 2018 · 2 yrs 1 mo
UBS Securities LLCBroker
October 2012 - December 2014 · 2 yrs 2 mos
State Registrations1 state
FL
AdvisorBrokerBoth
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
No exam information available for this advisor.