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Anne Karen Castro

G.B. Allen Associates, Inc.

Montvale, NJ

CRD 6116245

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Employer firm

G.b. Allen Associates, Inc. CRD 112737

$61.0M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
G.B. Allen Associates, Inc.

85 Chestnut Ridge Road Ste 215, Montvale, NJ 07645 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2012-12-12
  • NJ RA
    APPROVED
    Since 2012-12-12

Branch Locations

85 Chestnut Ridge Road Ste 215, Montvale, NJ 07645 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gb Allen Castro & Assoc Paramus NJ 08/1987 Present
Gb Allen Assoc Paramus NJ 09/2012 Present
  • 08/1987 → Present
    Gb Allen Castro & Assoc
    Paramus, NJ
  • 09/2012 → Present
    Gb Allen Assoc
    Paramus, NJ
Other Businesses

GB ALLEN CASTRO & ASSOC. I AM AN OFFICER OF THIS ACCOUNTING FIRM

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-11
  • S65 Uniform Investment Adviser Law Examination
    2012-12-11
Other Names
  • Karen Anne Castro

View on SEC IAPD

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