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Santiago Joaquin Castillo

Loyola Asset Management LLC

Coral Gables, FL

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Current Employers
Loyola Asset Management Llc

2990 Ponce De Leon Blvd Suite 202, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-13
  • FL RA
    APPROVED
    Since 2025-06-13

Branch Locations

2990 Ponce De Leon Blvd Suite 202, Coral Gables, FL 33134 • 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
Loyola Asset Management Coral Gables FL 06/2024 Present
Realm Los Angeles CA 01/2024 05/2024
Douglas Elliman Miami FL 09/2019 02/2024
Enrolled In School Miami FL 02/2014 08/2019
  • 06/2024 → Present
    Loyola Asset Management
    Coral Gables, FL
  • 01/2024 → 05/2024
    Realm
    Los Angeles, CA
  • 09/2019 → 02/2024
    Douglas Elliman
    Miami, FL
  • 02/2014 → 08/2019
    Enrolled In School
    Miami, FL
Other Businesses

Real estate associate at Douglas Elliman. Not investment related. Spends less than 10% of time during business hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-02
  • S65 Uniform Investment Adviser Law Examination
    2025-04-02

View on SEC IAPD

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ANNE-SOPHIE M COLAS
LAURA STECKLER

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL
ACCUMULATOR OPERATIONS LLC · CORAL GABLES, FL
021 INVESTMENTS LLC · MIAMI, FL
VIM WEALTH MANAGEMENT, LLC · CORAL GABLES, FL
CETERA INVESTMENT ADVISERS LLC · Coral Gables, FL
VIM WEALTH MANAGEMENT, LLC · Coral Gables, FL

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