Edmundo Castillo, financial advisor New York NY

Edmundo Castillo

CRD Number: 6811674
Current Firm: Morgan Stanley

Edmundo Castillo (CRD# 6811674) is an Investment Advisor Representative working at Morgan Stanley in New York, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, N.a. New York, NY Oct 2019 - Current 1
Morgan Stanley New York, NY Jun 2019 - Current 1
Harvard University Cambridge, MA Aug 2018 - Jun 2019 < 1
Morgan Stanley Nyc, NY Aug 2018 - Aug 2018 < 1
The Carlyle Group Washington Dc, DC Jun 2018 - Aug 2018 < 1
Harvard University Cambridge, MA Sep 2017 - May 2018 < 1
Morgan Stanley Nyc, NY Jul 2017 - Aug 2017 < 1
Aeronautical Systems Inc. Sterling, VA May 2017 - Jul 2017 < 1
Harvard University Cambridge, MA Aug 2015 - May 2017 1
Funides Managua, Jul 2015 - Jul 2015 < 1
Lincoln International Academy Managua, Jul 2009 - Jun 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Edmundo J. Castillo
Phone Number: 914-225-5510
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    904,301
    MILLIONS
  • Total Number of Accounts
    1,863,328
    ACCOUNTS
  • Average Account Value
    $485,315
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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