Best Investors Account Sign in
Inactive

Matthew Charles Kazmierz Kaszel

Castle Wealth Management

Boynton Beach, FL

Claim This Profile
Current Employers
Castle Wealth Management

1880 N Congress Ave Suite 302, Boynton Beach, FL 33426 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-21
  • TX RA
    APPROVED
    Since 2026-08-21

Branch Locations

1880 N Congress Ave Suite 302, Boynton Beach, FL 33426 • 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
Castle Wealth Management Llc Boynton Beach FL 08/2026 Present
Lester Asset Management Montreal, Quebec 05/2022 07/2026
Heward Investment Management Montreal, Quebec 05/2013 05/2022
  • 08/2026 → Present
    Castle Wealth Management Llc
    Boynton Beach, FL
  • 05/2022 → 07/2026
    Lester Asset Management
    Montreal, Quebec
  • 05/2013 → 05/2022
    Heward Investment Management
    Montreal, Quebec
Other Businesses

Loyola High School Foundation|Non investment-related|Montreal, Quebec|High School Bursary Foundation|Director|12/2024|1 hr/mo devoted|0 hr/mo devoted during securities trading hours|Serves as an uncompensated volunteer director of the foundation, a nonprofit charitable foundation supporting Loyola HS.

Designations
Other Names
  • Matthew Kaszel

View on SEC IAPD

Other Firms

BENJAMIN F. EDWARDS & COMPANY, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
EDWARD JONES
LPL FINANCIAL LLC
ARMSTRONG, SHANE
COMPASS FINANCIAL MANAGEMENT LLC

Other Investors

Craig Scott Fichtenbaum
SHELLEY A FROMM
Andrew Gartrell
KAREN MARIE PLOTKIN
MARGARET ANN VRANE
Vincent Robert Ebbecke
VICTOR THOMAS CONNOR
RICHARD ALAN JACKSON

Other Offices

BENJAMIN F. EDWARDS & COMPANY, INC. · Boynton Beach, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Boynton Beach, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Boynton Beach, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BOYNTON BEACH, FL
J.P. MORGAN SECURITIES LLC · Boynton Beach, FL
EDWARD JONES · BOYNTON BEACH, FL
LPL FINANCIAL LLC · BOYNTON BEACH, FL
ARMSTRONG, SHANE · BOYNTON BEACH, FL

More in Boynton Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor