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Carter Castillo

Strategic Advisers LLC

Framingham, MA

South Boston, MA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-01-23
TX RA APPROVED 2026-01-15
  • MA RA
    APPROVED
    Since 2026-01-23
  • TX RA
    APPROVED
    Since 2026-01-15

Branch Locations

405 Cochituate Road, Framingham, MA 01701-4648 • United States

South Boston, MA • 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
Smithfield Town Recreation Smithfield RI 06/2018 08/2018
Franklin Country Club Franklin MA 06/2019 08/2019
Student Amherst MA 08/2023 10/2024
Student Attleboro MA 08/2013 06/2017
Pepsico Cranston RI 05/2022 08/2022
Student Amherst MA 08/2021 05/2022
Arocam Sports Taunton MA 06/2023 08/2023
Student Amherst MA 08/2022 06/2023
Student Amherst MA 08/2020 06/2021
Fidelity Investments Smithfield RI 10/2024 Present
Franklin Town Recreation Franklin MA 06/2021 08/2021
Student New Hampton NH 08/2018 06/2019
Vineyard Vines Wrentham MA 06/2017 08/2017
Amazon Milford MA 04/2020 08/2020
Student Amherst MA 08/2019 04/2020
Student Attleboro MA 08/2017 06/2018
  • 06/2018 → 08/2018
    Smithfield Town Recreation
    Smithfield, RI
  • 06/2019 → 08/2019
    Franklin Country Club
    Franklin, MA
  • 08/2023 → 10/2024
    Student
    Amherst, MA
  • 08/2013 → 06/2017
    Student
    Attleboro, MA
  • 05/2022 → 08/2022
    Pepsico
    Cranston, RI
  • 08/2021 → 05/2022
    Student
    Amherst, MA
  • 06/2023 → 08/2023
    Arocam Sports
    Taunton, MA
  • 08/2022 → 06/2023
    Student
    Amherst, MA
  • 08/2020 → 06/2021
    Student
    Amherst, MA
  • 10/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 06/2021 → 08/2021
    Franklin Town Recreation
    Franklin, MA
  • 08/2018 → 06/2019
    Student
    New Hampton, NH
  • 06/2017 → 08/2017
    Vineyard Vines
    Wrentham, MA
  • 04/2020 → 08/2020
    Amazon
    Milford, MA
  • 08/2019 → 04/2020
    Student
    Amherst, MA
  • 08/2017 → 06/2018
    Student
    Attleboro, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-07
S63 Uniform Securities Agent State Law Examination 2025-01-10
  • S66 Uniform Combined State Law Examination
    2026-01-07
  • S63 Uniform Securities Agent State Law Examination
    2025-01-10

View on SEC IAPD

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