Adam CastoCRD Number: 7007052
Current Firm: Charles Schwab & Company, Inc.
Adam Casto (CRD# 7007052) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 3 years of experience in the finance industry.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Charles Schwab Bank Ssb||Phoenix, AZ||May 2020 - Current||2|
|Charles Schwab & Company, Inc.||Phoenix, AZ||Aug 2018 - Current||4|
|Fedex||Indianapolis, IN||May 2018 - Aug 2018||< 1|
|Hanover College||Hanover, IN||Aug 2014 - May 2018||3|
|Colonial Life||Indianapolis, IN||May 2017 - Sep 2017||< 1|
|Hawks Tail||Greenfield, IN||May 2012 - May 2017||5|
|Greenfield Central Schools||Greenfield, IN||Mar 2009 - May 2014||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.