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Austin Matthew Castillo

Strategy Financial Group

Phoenix, AZ

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Current Employers
Strategy Financial Group

7010 E Chauncey Lane #130, Phoenix, AZ 85054 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-10-27
  • AZ RA
    APPROVED
    Since 2025-10-27

Branch Locations

7010 E Chauncey Lane #130, Phoenix, AZ 85054 • 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
Charles Schwab & Co., Inc. Scottsdale AZ 02/2017 09/2025
Fraternity Management Group Tucson AZ 04/2015 12/2016
University Of Arizona Tucson AZ 08/2012 12/2016
Charles Schwab Bank, Ssb Scottsdale AZ 10/2018 09/2025
Strategy Financial Group Scottsdale AZ 09/2025 Present
  • 02/2017 → 09/2025
    Charles Schwab & Co., Inc.
    Scottsdale, AZ
  • 04/2015 → 12/2016
    Fraternity Management Group
    Tucson, AZ
  • 08/2012 → 12/2016
    University Of Arizona
    Tucson, AZ
  • 10/2018 → 09/2025
    Charles Schwab Bank, Ssb
    Scottsdale, AZ
  • 09/2025 → Present
    Strategy Financial Group
    Scottsdale, AZ
Previous Registrations
  • 2018-08-09 → 2025-10-01
    Charles Schwab & Co., Inc.
    Phoenix, AZ
    Scottsdale, AZ
    San Francisco, CA
    Scottsdale, AZ
    Scottsdale, AZ
    Chandler, AZ
    Scottsdale, AZ
    Scottsdale, AZ
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-09
S63 Uniform Securities Agent State Law Examination 2017-06-13
  • S66 Uniform Combined State Law Examination
    2018-08-09
  • S63 Uniform Securities Agent State Law Examination
    2017-06-13
Other Names
  • Austin Castillo

View on SEC IAPD

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EW ADVISER, LLC · PHOENIX, AZ
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
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UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
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