Mauricio Castillo

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2019 → 05/2021
  Bbva Usa
  San Antonio, TX
• 08/2022 → 11/2023
  Pnc Investments Llc
  Houston, TX
• 06/2003 → 07/2019
  Bbva Usa
  Houston, TX
• 05/2021 → 08/2022
  Pnc Bank
  Houston, TX
• 12/2023 → 01/2024
  Insigneo Securities Llc
  Houston, TX
• 12/2023 → 01/2024
  Insigneo Advisory Services Llc
  Miami, FL
• 01/2024 → Present
  Truist Investment Services, Inc,
  Houston, TX
• 01/2024 → Present
  Truist Advisory Services, Inc.
  Houston, TX

Previous Registrations

• 2023-12-04 → 2024-02-26
  Insigneo Advisory Services, Llc
  Houston, TX
  Miami, FL
• 2022-08-05 → 2023-11-30
  Pnc Wealth Management Llc
  Houston, TX
  Houston, TX
• 2021-05-24 → 2021-06-02
  Pnc Managed Account Solutions, Inc.
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-05-21

Other Names

• Mauricio Castillo
• Edgard Mauricio Castillo Velasco
• Edgard Mauricio Castillo
• Mauricio Mauricio Castillo