Robert Austin Schetty

Employer firm

Castfirm Advisors LLC CRD 327519

$30.0M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 07/2021 → 03/2022
  Jp Morgan Chase Bank, N.A.
  New York, NY
• 05/2019 → 07/2019
  Jefferies
  New York, NY
• 06/2020 → 12/2020
  Bdo Usa Llc
  New York, NY
• 01/2011 → 05/2019
  Unemployed
  Lloyd Harbor, NY
• 08/2017 → 05/2021
  Cornell University
  Ithaca, NY
• 06/2021 → 06/2021
  Unemployed
  Lloyd Harbor, NY
• 03/2022 → 01/2025
  Raymond James & Associates Inc.
  Locust Valley, NY
• 01/2015 → 05/2019
  Student
  Lloyd Harbor, NY
• 07/2019 → 06/2020
  Student
  Ithaca, NY
• 01/2021 → 06/2021
  Student
  Ithaca, NY
• 01/2025 → Present
  Castfirm Advisors Llc
  Garden City, NY

Previous Registrations

• 2022-03-23 → 2025-01-28
  Raymond James & Associates, Inc.
  Locust Valley, NY
• 2022-01-25 → 2022-03-12
  J.P. Morgan Securities Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-01-25

Designations

• Certified Financial Planner

Other Names

• Rob Austin Schetty
• Rob Schetty
• Robert Austin Schetty
• Robert Schetty