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Adam Spencer Casto

Safeguard Investment Advisory Group, LLC

Scottsdale, AZ

Corona, CA

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Current Employers
Safeguard Investment Advisory Group, Llc

4160 Temescal Canyon Road Suite 307, Corona, CA 92883 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-03-16
  • AZ RA
    APPROVED
    Since 2026-03-16

Branch Locations

1400 N Pima Rd Suite 230, Scottsdale, AZ 85260 • United States

4160 Temescal Canyon Road Suite 307, Corona, CA 92883 • 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
Hawks Tail Of Greenfield Golf Club Greenfield IN 03/2016 08/2018
Colonial Life Indianapolis IN 05/2017 09/2017
Hanover College Hanover IN 08/2014 05/2018
Fedex Indianapolis IN 05/2018 08/2018
Charles Schwab & Co., Inc. Chestnut Hill MA 07/2020 07/2021
Vanguard Scottsdale AZ 05/2025 02/2026
Unemployed Phoenix AZ 04/2025 05/2025
Charles Schwab & Co., Inc. Phoenix AZ 07/2021 01/2025
Charles Schwab & Co., Inc. Indianapolis IN 08/2018 07/2020
Safeguard Investment Advisory Group, Llc Scottsdale AZ 03/2026 Present
Previous Registrations
Other Businesses

Licensed insurance agent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-10
  • S66 Uniform Combined State Law Examination
    2019-06-10
Other Names
  • Adam Casto
  • Adam S Casto

View on SEC IAPD

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