Joseph Castiglie, financial advisor Harrison NY

Joseph Castiglie

CRD Number: 5372537
Current Firm: Sykon Capital LLC

Joseph Castiglie (CRD# 5372537) is an Investment Advisor Representative working at Sykon Capital LLC in Harrison, NY and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Sykon Capital LLC Harrison, NY Jun 2023 - Current < 1
Bank Of America, N.a. White Plains, NY May 2015 - Jun 2023 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains, NY Apr 2014 - Jun 2023 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2010
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Joseph P. Castiglie
Phone Number: 914-898-3694
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    277
    MILLIONS
  • Total Number of Accounts
    553
    ACCOUNTS
  • Average Account Value
    $501,755
Compensation Options
  • A percentage of assets under your management
  • 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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, CT, FL, NJ, NY, PA, TX

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