Michael Allende (CRD# 7575879) is an Investment Advisor Representative working at Castle Wealth Management in West Palm Beach, FL and has 1 year of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Castle Wealth Managemnet | West Palm Beach, FL | Jun 2020 - Current | 4 |
All Star Realty | Plantation, FL | Apr 2017 - May 2020 | 3 |
Unemployed | West Palm Beach, FL | Jan 2017 - Mar 2017 | < 1 |
University Of North Florida - Student | Jacksonville, FL | Sep 2015 - Dec 2016 | 1 |
University Of North Florida - Student | Jacksonville, FL | Jan 2015 - Aug 2015 | < 1 |
University Of North Florida | Jacksonville, FL | Jan 2015 - Aug 2015 | < 1 |
Unemployed | Boynton Beach, FL | Jun 2014 - Dec 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- FL
-
Total Assets Under Management350MILLIONS
-
Total Number of Accounts722ACCOUNTS
-
Average Account Value$484,865
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Other
CA, CT, FL, GA, NC, NY, OH, PA, TX
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