Aida S. Castro

EAGLE STRATEGIES

TUCSON, AZ 85701

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CRD#: 5249411

Professional summary

Aida Sanchez Castro, who also goes by Aida S Castro, Aida Castro, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Tucson, Arizona and NYLIFE SECURITIES LLC located in Tucson, Arizona.

Aida is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Aida has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Aida S Castro | Aida Castro

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.

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; One South Church Ave. Tucson, AZ 85701; Start Date 01/2016; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours][Persons in Active Learning Situations Board; This is a board composed of parent volunteers at St. Cyril Catholic School of Alexandria. The PALS board-discuss and plan school events as well as coordinate and gather other parent volunteers. ; 4725 E. Pima Street, Tucson, Arizona 85712; Start Date 08/2023; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; attend meetings] [OPERATING UNDER THE DBA NAME OF AIDA CASTRO WEALTH AND LEGACY FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (TUCSON, AZ); START DATE: 09/2026]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aida Sanchez Castro'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

October 28, 2024 - Present

EAGLE STRATEGIES LLC

Office #1: 1 S Church Avenue Suite 2200, Tucson, AZ 85701

RIA

CRD#: 110826

TUCSON, AZ

Current

August 8, 2012 - Present

NYLIFE SECURITIES LLC

Office #1: One South Church Ave. Suite 2200, Tucson, AZ 85701

CRD#: 5167

TUCSON, AZ

Past

June 11, 2009 - September 30, 2010

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

TUCSON, AZ

Past

May 18, 2007 - May 21, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

TUCSON, AZ

Past

March 2, 2007 - May 21, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

TUCSON, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987

RIA

Registered Investment Advisory firm - (10/14/1988 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(8/21/2012)

IAR

Arizona
(10/28/2024)

California
(3/11/2020)

Colorado
(4/22/2025)

Texas
(7/23/2026)

IAR

Texas
(7/24/2026)

Utah
(9/30/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 5/17/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 3/1/2007

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987

RIA

Registered Investment Advisory firm - (10/14/1988 Approved)

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Contact information

Main Address

51 Madison Avenue 12th Floor, New York, NY 10010

Mailing Address

51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010

Phone number

(888) 695-3245

Established

Firm type

Fiscal year end

# of Employees

3,190

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (7/31/2026)

EAGLE STRATEGIES DISCLOSURE BROCHURE (7/31/2026)

Regulatory assets under management

Total Number of Accounts	133,900
AUM (Assets Under Management)	$ 32,040,850,438

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/27/2026	Cover Page	Report
01/24/2025	Cover Page	Report
04/25/2024	Cover Page	Report
12/20/2023	Cover Page	Report

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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Firm Stability Insights

Aida S. Castro

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aida Sanchez Castro's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE SECURITIES LLC

ALLSTATE FINANCIAL SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

EAGLE STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 66

Passed: 5/17/2007

SIE

Passed: 10/1/2018

Series 7

Passed: 3/1/2007

FINRA

Current Firm

EAGLE STRATEGIES LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EAGLE STRATEGIES LLC

TRUST BUT VERIFY

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