Joel Castor is an investment adviser representative (IAR) with state registration records since 2013, appearing at 5 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2026-04-24 | present | Yes |
| FISHER ASSET MANAGEMENT, LLC | 2026-01-13 | 2026-04-23 | — |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-11-06 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-01-09 | 2025-03-31 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2023-02-23 | — |
| STRATEGIC ADVISERS LLC | 2016-04-26 | 2018-07-13 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2013-09-26 | 2014-04-30 | — |