Manuel Sanchez CastilloCRD Number: 6015915
Current Firm: Bbva Wealth Solutions Inc.
Manuel Sanchez Castillo (CRD# 6015915) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Miami, FL and has over 3 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Bbva Wealth Solutions Inc.||Miami, FL||Dec 2013 - Current||3|
|Bbva Securities Inc.||Miami, FL||Jun 2013 - Current||4|
|Compass Bank||Birmingham, AL||Apr 2013 - Current||4|
|Unemployed||Miami, FL||Aug 2012 - Apr 2013||< 1|
|Bnp Paribas||Miami, FL||Oct 2011 - Jul 2012||< 1|
|Banco Santander International||Miami, FL||Oct 1999 - Oct 2011||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management361MILLIONS
Total Number of Accounts918ACCOUNTS
Average Account Value$393,188
- A percentage of assets under your management
- 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)
AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, LA, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI