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Drasko "Nmn" Kovrlija

Kastel Capital Advisors, LLC

Wellesley, MA

CRD 5609454

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Employer firm

Kastel Capital Advisors, LLC CRD 226520

$193M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Kastel Capital Advisors, Llc

40 Grove Street Suite 190, Wellesley, MA 02482 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2015-06-29
  • MA RA
    APPROVED
    Since 2015-06-29

Branch Locations

40 Grove Street Suite 190, Wellesley, MA 02482 • 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
Kastel Capital Advisors, Llc Dover MA 04/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-26
S63 Uniform Securities Agent State Law Examination 2008-11-13
  • S65 Uniform Investment Adviser Law Examination
    2015-06-26
  • S63 Uniform Securities Agent State Law Examination
    2008-11-13
Other Names
  • Drasko Kovrlija

View on SEC IAPD

Nearby Firms

PEAK FINANCIAL MANAGEMENT INC
EQUITABLE ADVISORS, LLC
FOCUS PARTNERS WEALTH, LLC

Nearby Investors

JEFFREY CHARLES SMITH
CHRISTOPHER KARL GAFFNEY
SHAUN PATRICK THOMPSON

Nearby Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
EQUITABLE ADVISORS, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA

More in Wellesley, MA

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