AC
AC

Adrian Joseph Castellano

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
150 advisors
Number of Clients
12,756 clients
Average Client Portfolio
$387K average
Assets Under Management
$4.9B

Fee Structure

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Location

248 Inverness Center Drive, Birmingham, AL, 35242

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History

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.

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Other Business Activities

Adrian works as a meteorologist for Hearst Television - WVTM since January 2016, broadcasting on Sundays. This takes about 10-20% of Adrian's time and is not investment-related.

Employment History
Current Registrations
Rfg Advisory, LLC
January 2024 - Present · 2 yrs 1 mo
State Registrations2 states
ALTX
Advisor
Exams
No exam information available for this advisor.