Nicholas Daniel Castellano is an investment adviser representative (IAR) with state registration records since 2008, appearing at 8 firms. Currently registered with OUTLOOK WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| OUTLOOK WEALTH ADVISORS, LLC | 2026-04-13 | present | Yes |
| AE WEALTH MANAGEMENT, LLC | 2025-04-29 | 2025-08-07 | — |
| SINGER WEALTH ADVISORS LLC | 2025-01-31 | 2025-03-19 | — |
| PFS INVESTMENTS INC. | 2020-09-29 | 2025-01-02 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2018-05-21 | 2019-01-10 | — |
| SCOTTRADE INVESTMENT MANAGEMENT | 2017-03-06 | 2017-08-21 | — |
| PACIFIC WEALTH MANAGEMENT, LLC | 2016-05-26 | 2016-09-23 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2008-02-27 | 2013-09-25 | — |