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Edmundo Javier Castillo

Evolution Wealth Advisors, LLC

Aventura, FL

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Current Employers
Evolution Wealth Advisors, Llc

20900 Ne 30Th Avenue Suite 517, Aventura, FL 33180 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-22
TX RA APPROVED 2025-04-11
  • FL RA
    APPROVED
    Since 2025-04-22
  • TX RA
    APPROVED
    Since 2025-04-11

Branch Locations

20900 Ne 30Th Avenue Suite 517, Aventura, FL 33180 • 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
Harvard University Cambridge MA 08/2015 06/2019
Morgan Stanley New York City NY 08/2018 08/2018
The Carlyle Group Washington Dc DC 06/2018 08/2018
Morgan Stanley New York City NY 08/2017 08/2017
Aeronautical Systems Inc Sterling VA 06/2017 08/2017
Morgan Stanley Private Bank, N.A. New York NY 06/2019 03/2021
Morgan Stanley & Co., Llc New York NY 04/2021 03/2025
Evolution Wealth Advisors, Llc Aventura FL 03/2025 Present
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-20
S66 Uniform Combined State Law Examination 2019-10-01
  • 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

View on SEC IAPD

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MORGAN STANLEY · Aventura, FL
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PINNACLE INVESTMENTS, LLC · MIAMI, FL
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