Daniel Castle, financial advisor Boston MA

Daniel Castle

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Daniel L. Castle
Phone Number: 617-530-1010
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,557
    MILLIONS
  • Total Number of Accounts
    2,138
    ACCOUNTS
  • Average Account Value
    $728,030
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, IL, MA, ME, MI, NC, NH, NJ, NY, PA, RI, TX, UT, VA, VT, WA

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