# STEVEN BRIAN CASTRO

STEVEN BRIAN CASTRO is an investment adviser representative (IAR) with state registration records since 2005, appearing at 7 firms. Currently registered with EXOS WEALTH STRATEGIES, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EXOS WEALTH STRATEGIES, LLC](https://search.stillhousedata.com/firm/310869) | 2023-10-13 | present | Yes |
| [CENTRIC ADVISORS, LLC](https://search.stillhousedata.com/firm/282477) | 2019-01-22 | 2022-12-21 | — |
| [CAPITAL MARKETS IQ, LLC](https://search.stillhousedata.com/firm/134921) | 2017-10-02 | 2019-03-05 | — |
| [CONCERT WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/141253) | 2012-06-21 | 2017-08-25 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2009-10-23 | 2011-10-31 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2006-04-03 | 2009-10-23 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2005-10-20 | 2006-04-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4578029)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4578029.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.