Philip J. Castrodale
Professional summary
Philip Jr Castrodale is a registered financial professional currently at FINALIS SECURITIES LLC located in New York, New York.
Philip is registered as a RR (Registered Representative) and started their career in finance in 1999. Philip has worked at 6 firms and has passed the Series 63, Series 79TO, SIE, Series 79, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Philip Jr Castrodale's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 3, 2026 - Present
FINALIS SECURITIES LLC
Office #1: 450 Lexington Ave., New York, NY 10017April 10, 2015 - June 27, 2017
PRICEWATERHOUSECOOPERS CORPORATE FINANCE LLC
August 6, 2012 - December 31, 2014
SOURCE CAPITAL GROUP, INC.
September 8, 2008 - April 30, 2010
LARKSPUR CAPITAL CORPORATION
May 26, 2000 - March 14, 2008
JEFFERIES LLC
March 22, 1999 - May 31, 2000
CIBC WORLD MARKETS CORP.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 79TO
Date: 4/2/2026
Investment Banking Registered Representative ExaminationFINRA
Current Firm
FINALIS SECURITIES LLC
CRD#: 305908 / SEC#: , 8-70425
Contact information
FINRA licenses (53 States and Territories)
Red Flags
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