Ryan Castle

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2014 → Present
  West Chester Area School District
  West Chester, PA
• 05/2016 → 05/2020
  Fc Delco
  Exton, PA
• 12/2015 → 05/2020
  Avon Grove Charter School
  West Grove, PA
• 05/2020 → 06/2021
  Voya Financial Advisors, Inc.
  Newark, DE
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-07-23 → 2021-06-09
  Voya Financial Advisors, Inc.
  Newark, DE

Other Businesses

1) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 248 E CHESTNUT HILL RD STE 3; NEWARK; DE; 19713; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 7/21/2020; 160; 160; SALES OF FIXED INSURANCE PRODUCTS| 2) NAME OF ENTITY:WEST CHESTER AREA SCHOOL DISTRICT; No; 1100 SHILOH ROAD; WEST CHESTER; PA; 19382; VARSITY BOYS SOCCER; HEAD COACH; 8/1/2015; 12; 0; TEACH AND COACH VARSITY SOCCER|

Exams

• S66 Uniform Combined State Law Examination
  2020-07-18