Wilfredo Castillo

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2016 → 10/2016
  Unemployed
  New York, NY
• 01/2017 → 01/2018
  Eaton Vance Management
  Boston, MA
• 01/2017 → 01/2018
  Eaton Vance Distributors, Inc.
  Boston, MA
• 01/2018 → 08/2020
  Bloomberg Lp
  New York, NY
• 07/2022 → 07/2024
  Citi
  New York, NY
• 06/2021 → 08/2021
  Goldman Sachs
  Miami, FL
• 07/2024 → 08/2025
  Unemployed
  Miami, FL
• 08/2025 → 10/2025
  Lpl Enterprise, Llc.
  Miami, FL
• 08/2021 → 07/2022
  Unemployed Student
  Ithaca, NY
• 08/2020 → 06/2021
  Unemployed Student
  Ithaca, NY
• 10/2025 → Present
  Morgan Stanley
  Miami, FL
• 10/2016 → 12/2016
  Bank Of America
  New York, NY

Previous Registrations

• 2025-08-15 → 2025-10-02
  Lpl Enterprise, Llc
  Miami, FL
• 2017-09-11 → 2017-12-21
  Eaton Vance Management
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2025-05-29