Michael P. Mcfadden

CASTLE WEALTH GROUP

MOORESVILLE, NC 28117

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CRD#: 1896270

Professional summary

Michael Patrick Mcfadden is a registered financial advisor currently at CASTLE WEALTH GROUP located in Mooresville, North Carolina.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Michael has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Mcfadden's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 22, 2026 - Present

CASTLE WEALTH GROUP

Office #1: 131 Plantation Ridge Dr. St. 110, Mooresville, NC 28117

RIA

CRD#: 342075

MOORESVILLE, NC

Past

June 17, 2021 - July 6, 2026

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

Mooreville, NC

Past

June 17, 2021 - July 6, 2026

CENTAURUS FINANCIAL, INC.

CRD#: 30833

Mooreville, NC

Past

March 1, 2019 - June 23, 2021

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

CHARLOTTE, NC

Past

March 1, 2019 - June 23, 2021

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

CHARLOTTE, NC

Past

November 9, 2012 - March 1, 2019

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

CHARLOTTE, NC

Past

November 9, 2012 - March 1, 2019

QUESTAR CAPITAL CORPORATION

CRD#: 43100

CHARLOTTE, NC

Past

February 14, 2012 - November 8, 2012

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

CHARLOTTE, NC

Past

February 14, 2012 - November 8, 2012

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

CHARLOTTE, NC

Past

August 12, 2011 - January 19, 2012

FSC SECURITIES CORPORATION

CRD#: 7461

DAVIDSON, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(6/22/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/12/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/11/2011

General Securities Representative Examination

Current Firm

CASTLE WEALTH GROUP

CASTLE SECURITIES, LLC | CASTLE WEALTH GROUP

CRD#: 342075 / SEC#: 801-136529

RIA

Registered Investment Advisory firm - (6/18/2026 120-Day Approval)

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Contact information

Main Address

131 Plantation Ridge Dr. St. 110, Mooresville, NC 28117

Mailing Address

Phone number

(704) 594-8000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (5/19/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael P. Mcfadden

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Mcfadden's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

FSC SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 12/12/2011

SIE

Date: 10/1/2018

Series 7

Date: 8/11/2011

Current Firm

CASTLE WEALTH GROUP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

CASTLE WEALTH GROUP

TRUST BUT VERIFY

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