Kevin Castillo Rosales (CRD# 7468585) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Revere, MA and has over 2 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthfront | Boston, MA | Nov 2021 - Current | 2 |
| Bank Of America | Cambridge, MA | May 2016 - Nov 2021 | 5 |
| University Of Massachusetts | Boston, MA | Sep 2011 - Sep 2017 | 6 |
| Aldo Group | Cambridge, MA | Mar 2012 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- CA
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Total Assets Under Management26,393MILLIONS
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Total Number of Accounts478,733ACCOUNTS
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Average Account Value$55,130
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
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