Carlos Castorena is a registered investment advisor, based in San Antonio, TX, with 2 years of industry experience. Carlos is also registered as a broker, so some compensation may come from commissions on products sold.
Location
777 E. Sonterra Blvd., Suite 330, San Antonio, TX, 78258
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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
Titleist Capital, LLCBroker
August 2026 - Present · 2 mos
Titleist Asset Management, LLC
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Broadway Wealth Solutions
March 2024 - August 2025 · 1 yr 5 mos
State Registrations1 state
TX
Advisor
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.
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