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John V Castello

Morgan Stanley

Pittsburgh, PA

CRD 7641774

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-04-26
TX RA APPROVED 2024-04-26
  • PA RA
    APPROVED
    Since 2024-04-26
  • TX RA
    APPROVED
    Since 2024-04-26

Branch Locations

One Ppg Place Suite1300, Pittsburgh, PA 15222 • 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
Eastern Connecticut State University Willimantic CT 09/2016 05/2017
Temp Air Company Stamford CT 06/2017 08/2017
University Of Dayton Dayton OH 09/2017 12/2021
Temp Air Company Stamford CT 01/2022 02/2022
The Arrabelle Vail CO 03/2022 05/2022
Geronimo Bar And Grill New Haven CT 06/2022 08/2022
Thinkequity Llc New York NY 09/2022 09/2023
Morgan Stanley Pittsburgh PA 04/2024 Present
Lantern Point Taverna Fairfield CT 11/2023 04/2024
  • 09/2016 → 05/2017
    Eastern Connecticut State University
    Willimantic, CT
  • 06/2017 → 08/2017
    Temp Air Company
    Stamford, CT
  • 09/2017 → 12/2021
    University Of Dayton
    Dayton, OH
  • 01/2022 → 02/2022
    Temp Air Company
    Stamford, CT
  • 03/2022 → 05/2022
    The Arrabelle
    Vail, CO
  • 06/2022 → 08/2022
    Geronimo Bar And Grill
    New Haven, CT
  • 09/2022 → 09/2023
    Thinkequity Llc
    New York, NY
  • 04/2024 → Present
    Morgan Stanley
    Pittsburgh, PA
  • 11/2023 → 04/2024
    Lantern Point Taverna
    Fairfield, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-23
S63 Uniform Securities Agent State Law Examination 2022-11-07
  • S65 Uniform Investment Adviser Law Examination
    2024-02-23
  • S63 Uniform Securities Agent State Law Examination
    2022-11-07
Other Names
  • John Castello
  • John Vincent Castello

View on SEC IAPD

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