Edmundo Javier Castillo

Employer firm

Evolution Wealth Advisors, LLC CRD 285142

$1.96B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• OFFERS RESEARCH/ADVICE TO FOREIGN OFFSHORE FUNDS/CONSOLIDATION SVCS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 06/2019
  Harvard University
  Cambridge, MA
• 08/2018 → 08/2018
  Morgan Stanley
  New York City, NY
• 06/2018 → 08/2018
  The Carlyle Group
  Washington Dc, DC
• 08/2017 → 08/2017
  Morgan Stanley
  New York City, NY
• 06/2017 → 08/2017
  Aeronautical Systems Inc
  Sterling, VA
• 06/2019 → 03/2021
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 04/2021 → 03/2025
  Morgan Stanley & Co., Llc
  New York, NY
• 03/2025 → Present
  Evolution Wealth Advisors, Llc
  Aventura, FL

Previous Registrations

• 2019-10-01 → 2021-04-06
  Morgan Stanley
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-20
• S66 Uniform Combined State Law Examination
  2019-10-01

Other Names

• Edmundo Castillo
• Edmundo Javier Castillo
• Edmundo J Castillo