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Carlos Daniel Castello

Equitable Advisors, LLC

Oak Brook, IL

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-03-31
  • IL RA
    APPROVED
    Since 2026-03-31

Branch Locations

1515 W. 22Nd Street Suite 400, Oak Brook, IL 60523 • 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
Unemployed Chicago IL 08/2025 03/2026
University Of North Texas Health Science Center Fort Worth TX 08/2023 08/2025
Van Andel Research Institute Grand Rapids MI 10/2020 08/2023
Trident Biometrics Holland MI 05/2016 10/2020
Equitable Advisers, Llc New York NY 03/2026 Present
  • 08/2025 → 03/2026
    Unemployed
    Chicago, IL
  • 08/2023 → 08/2025
    University Of North Texas Health Science Center
    Fort Worth, TX
  • 10/2020 → 08/2023
    Van Andel Research Institute
    Grand Rapids, MI
  • 05/2016 → 10/2020
    Trident Biometrics
    Holland, MI
  • 03/2026 → Present
    Equitable Advisers, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-22
  • S66 Uniform Combined State Law Examination
    2026-01-22
Other Names
  • Carlos Daniel Castello
  • Carlos Castello

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL
WEALTHQUEST CORPORATION · OAK BROOK, IL
ERGAWEALTH ADVISORS, INC. · OAK BROOK, IL
CETERA INVESTMENT ADVISERS LLC · OAK BROOK, IL
LPL FINANCIAL LLC · OAK BROOK, IL

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