Daniel Alfonso Castro

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 06/2026 → Present
  Fisher Investments
  Plano, TX
• 03/2026 → 06/2026
  N/A
  Dallas, TX
• 03/2021 → 03/2024
  Charles Schwab & Co., Inc.
  Dallas, TX
• 05/2017 → 01/2018
  Cafe Grille
  El Paso, TX
• 01/2018 → 01/2020
  Basico Bistro
  El Paso, TX
• 01/2020 → 02/2021
  United Bank Of El Paso Del Norte
  El Paso, TX
• 07/2013 → 12/2020
  N/A
  El Paso, TX
• 05/2016 → 02/2017
  Sears
  El Paso, TX
• 05/2024 → 02/2026
  Fisher Investments
  Plano, TX

Previous Registrations

• 2024-05-15 → 2026-03-09
  Fisher Investments
  Plano, TX
• 2024-02-15 → 2024-05-02
  Charles Schwab & Co., Inc.
  Austin, TX
  Dallas, TX
  El Paso, TX
  El Paso, TX
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-02-14

Other Names

• Daniel Castro