Miguel Angel Castro

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 02/2002 → 02/2023
  Edward Jones
  St Louis, MO
• 02/2023 → Present
  Raymond James Financial Services, Inc.
  Montgomery, TX
• 02/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Montgomery, TX
• 02/2023 → Present
  Spirit Of Texas Wealth Management
  Montgomery, TX

Previous Registrations

• 2009-03-19 → 2023-03-02
  Edward Jones
  Montgomery, TX

Other Businesses

(1)Name of Business: Oak Crest Advisors Address: 1905 Loop 332, Liberty Hill, TX, 78642, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/17/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Spirit of Texas Wealth Management Address: 21499 Eva Street, Suite A, Montgomery, TX, 77356, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 02/17/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Founder - Financial Advisor run the day to day operations of the firm

Exams

• S66 Uniform Combined State Law Examination
  2009-02-24
• S63 Uniform Securities Agent State Law Examination
  2002-04-05

Other Names

• Miquel Angel Castro
• Michael A Castro
• Mike Castro
• Miquel Angel Castro