Miguel Gonzalez De Castilla

LYNX ADVISORY PARTNERS

CDMX,

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CRD#: 5408505

Professional summary

Miguel Gonzalez De Castilla, who also goes by Miguel Gonzalezdecastilla, is a registered financial advisor currently at LYNX ADVISORY PARTNERS .

Miguel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Miguel has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Miguel Gonzalezdecastilla

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 Miguel Gonzalez De Castilla'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

April 29, 2025 - Present

LYNX ADVISORY PARTNERS

RIA

CRD#: 326594

CDMX,

Past

September 1, 2022 - September 18, 2023

CERES GLOBAL ADVISORY

RIA

CRD#: 299865

CDMX,

Past

June 20, 2019 - November 10, 2021

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

Mexico,

Past

May 23, 2019 - November 10, 2021

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

February 13, 2015 - January 16, 2019

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

NEW YORK, NY

Past

February 9, 2015 - January 16, 2019

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

January 1, 2010 - September 12, 2014

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

NEW YORK, NY

Past

January 1, 2010 - September 12, 2014

UBS FINANCIAL SERVICES INC.

CRD#: 8174

NEW YORK, NY

Past

January 22, 2009 - January 1, 2010

UBS INTERNATIONAL INC.

RIA

CRD#: 107726

NEW YORK, NY

Past

October 16, 2007 - January 1, 2010

UBS INTERNATIONAL INC.

CRD#: 107726

NEW YORK, NY

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".

LYNX ADVISORY PARTNERS

LYNX ADVISORY PARTNERS | LYNX ADVISORY PARTNERS LLC

CRD#: 326594 / SEC#: 801-128010

RIA

Registered Investment Advisory firm - (11/6/2023 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.

Highlighted states indicate IAR registrations

IAR

Florida
(4/29/2025)

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: 1/21/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/5/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/15/2007

General Securities Representative Examination

Current Firm

LYNX ADVISORY PARTNERS

LYNX ADVISORY PARTNERS | LYNX ADVISORY PARTNERS LLC

CRD#: 326594 / SEC#: 801-128010

RIA

Registered Investment Advisory firm - (11/6/2023 Approved)

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Contact information

Main Address

2655 Le Jeune Rd Suite 905, Coral Gables, FL 33134

Mailing Address

Phone number

(305) 772-7137

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A LYNX ADVISORY PARTNERS INITIAL (3/14/2025)

Regulatory assets under management

Total Number of Accounts	97
AUM (Assets Under Management)	$ 214,768,605

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

Miguel Gonzalez De Castilla

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Miguel Gonzalez De Castilla's CRS (Customer Relationship Summary).

Certified licenses

Experience

CERES GLOBAL ADVISORY

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

UBS INTERNATIONAL INC.

UBS INTERNATIONAL INC.

Primary Firm SEC Registration

LYNX ADVISORY PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 1/21/2009

Series 7TO

Date: 3/5/2024

SIE

Date: 10/1/2018

Series 7

Date: 10/15/2007

Current Firm

LYNX ADVISORY PARTNERS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LYNX ADVISORY PARTNERS

TRUST BUT VERIFY

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