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Kevin Pavel Castillo Rosales

Wealthfront Advisers LLC

Revere, MA

Palo Alto, CA

CRD 7468585

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Employer firm

Wealthfront Advisers LLC CRD 148456

$47.7B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Wealthfront Advisers Llc

261 Hamilton Ave., Palo Alto, CA 94301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-03-15
  • CA RA
    APPROVED
    Since 2022-03-15

Branch Locations

Revere, MA • United States

261 Hamilton Ave., Palo Alto, CA 94301 • 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
Wealthfront Boston MA 11/2021 Present
Bank Of America Cambridge MA 05/2016 11/2021
University Of Massachusetts Boston MA 09/2011 09/2017
  • 11/2021 → Present
    Wealthfront
    Boston, MA
  • 05/2016 → 11/2021
    Bank Of America
    Cambridge, MA
  • 09/2011 → 09/2017
    University Of Massachusetts
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-18
  • S66 Uniform Combined State Law Examination
    2022-02-18
Other Names
  • Kevin Castillo

View on SEC IAPD

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