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Daniel Castillo

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-04
CT RA APPROVED 2021-03-03
  • TX RA
    APPROVED
    Since 2022-01-04
  • CT RA
    APPROVED
    Since 2021-03-03

Branch Locations

100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 07/2019 Present
Northeastern University Boston MA 09/2015 05/2020
Wellington Management Boston MA 07/2018 12/2018
Standish Mellon Asset Management Boston MA 07/2017 12/2017
  • 07/2019 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Boston, MA
  • 09/2015 → 05/2020
    Northeastern University
    Boston, MA
  • 07/2018 → 12/2018
    Wellington Management
    Boston, MA
  • 07/2017 → 12/2017
    Standish Mellon Asset Management
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-01
  • S66 Uniform Combined State Law Examination
    2021-03-01

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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