Daniel CastleCRD Number: 1716154
Current Firm: Winthrop Wealth
Daniel Castle (CRD# 1716154) is an Investment Advisor Representative working at Winthrop Wealth in Boston, MA and has over 2 years of experience in the finance industry. Daniel Castle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Lpl Financial LLC||Boston, MA||Jun 2019 - Current||2|
|Winthrop Advisory Group Llc (dba: Winthrop Wealth Management)||Boston, MA||Apr 2019 - Current||2|
|Lpl Financial||Fort Mill, SC||Sep 2013 - Feb 2019||5|
|None||Framingham, MA||May 2013 - Sep 2013||< 1|
|Manulife Financial Securities LLC||Boston, MA||Nov 2004 - May 2013||8|
|Manulife Financial / John Hancock||Boston, MA||Jul 1998 - May 2013||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2019|
Total Assets Under Management1,557MILLIONS
Total Number of Accounts2,138ACCOUNTS
Average Account Value$728,030
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, IL, MA, ME, MI, NC, NH, NJ, NY, PA, RI, TX, UT, VA, VT, WA
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