Adrian Joseph Castellano

Employer firm

Rfg Advisory, LLC CRD 158401

$7.97B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2024 → Present
  Rfg Advisory, Llc Dba Iter Financial Wellness
  Birmingham, AL
• 01/2016 → Present
  Hearst Television - Wvtm
  Birmingham, AL

Other Businesses

NAME OF OTHER BUSINESS: HEARST TELEVISION - WVTM; INVESTMENT-RELATED: NO; ADDRESS: 1732 VALLEY VIEW DRIVE, BIRMINGHAM, AL; NATURE OF BUSINESS: NEWS/BROADCASTING; POSITION/TITLE: METEOROLOGIST; START DATE: JANUARY 2016; APPROX HOURS/MONTH: 24; APPROX HOURS/MONTH DURING SECURITIES TRADING HOURS: ZERO; DUTIES: METEOROLOGIST ON-AIR (SUNDAYS).

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-06