Joel Castor

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 01/2016 → 02/2017
  Fidelity Personal & Workplace Advisors
  Westlake, TX
• 02/2020 → 11/2023
  Fidelity Investments
  Westlake, TX
• 01/2026 → 04/2026
  Fisher Investments
  Plano, TX
• 02/2017 → 07/2017
  Fidelity Personal & Workplace Advisors
  Westlake, TX
• 07/2017 → 02/2020
  Fidelity Personal & Workplace Advisors
  Westlake, TX
• 11/2023 → 04/2024
  Fidelity Personal & Workplace Advisors
  Westlake, TX
• 04/2024 → 10/2025
  Fidelity Investments
  Westlake, TX
• 04/2026 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 04/2026 → Present
  Schwab Wealth Advisory, Inc.
  Westlake, TX

Previous Registrations

• 2026-01-13 → 2026-04-23
  Fisher Investments
  Plano, TX
• 2025-03-31 → 2025-11-06
  Strategic Advisers Llc
  Westlake, TX
  Westlake, TX
  Justin, TX
  Justin, TX
  Boston, MA
• 2024-01-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
  Justin, TX
• 2018-07-13 → 2023-02-23
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2016-04-26 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX
• 2013-09-26 → 2014-04-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Albuquerque, NM

Exams

• S66 Uniform Combined State Law Examination
  2013-09-25

Designations

• Certified Financial Planner