Sara Valentina Castano

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 07/2025 → 06/2026
  Truist Investment Services, Inc.
  Charlotte, NC
• 05/2025 → 07/2025
  Unemployed
  Davie, FL
• 01/2025 → 05/2025
  University Of Florida
  Gainesville, FL
• 01/2023 → 12/2024
  University Of Florida Recsports
  Gainesville, FL
• 07/2021 → 01/2023
  University Of Florida
  Gainesville, FL
• 04/2020 → 07/2021
  Chick Fil A
  Davie, FL
• 08/2017 → 04/2020
  Western High School
  Davie, FL
• 07/2015 → 08/2017
  Indian Ridge Middle School
  Davie, FL
• 11/2025 → 06/2026
  Truist Advisory Services, Inc
  Charlotte, NC
• 06/2026 → Present
  Truist Investment Services, Inc.
  Tampa, FL
• 06/2026 → Present
  Truist Advisory Services, Inc
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-11-18