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Miguel Gonzalez De Castilla

LYNX ADVISORY PARTNERS
CDMX,
·CRD# 5408505·19 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Miguel Gonzalezdecastilla

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

19 years in the financial services industry

Current & Past Employments

LYNX ADVISORY PARTNERS·CRD# 326594
RIA
Cdmx
April 29, 2025 - Present
CERES GLOBAL ADVISORY·CRD# 299865
RIA
Cdmx
September 1, 2022 - September 18, 2023
UBS FINANCIAL SERVICES INC.·CRD# 8174
RIA
Mexico
June 20, 2019 - November 10, 2021
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Weehawken, NJ
May 23, 2019 - November 10, 2021
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
RIA
New York, NY
February 13, 2015 - January 16, 2019
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
New York, NY
February 9, 2015 - January 16, 2019
UBS FINANCIAL SERVICES INC.·CRD# 8174
RIA
New York, NY
January 1, 2010 - September 12, 2014
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
New York, NY
January 1, 2010 - September 12, 2014
UBS INTERNATIONAL INC.·CRD# 107726
RIA
New York, NY
January 22, 2009 - January 1, 2010
UBS INTERNATIONAL INC.·CRD# 107726
BD
New York, NY
October 16, 2007 - January 1, 2010

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Current Firm

LA
LYNX ADVISORY PARTNERS

LYNX ADVISORY PARTNERS | LYNX ADVISORY PARTNERS LLC

CRD#: 326594 / SEC#: 801-128010
RIA
Registered Investment Advisory firm - SEC (11/6/2023 Approved)

Contact Information

Main Address

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

Phone Number

(305) 772-7137

# of Employees

7

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A LYNX ADVISORY PARTNERS INITIAL (2/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

113

AUM (Assets Under Management)

$221,366,192

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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".
LA
LYNX ADVISORY PARTNERS

LYNX ADVISORY PARTNERS | LYNX ADVISORY PARTNERS LLC

CRD#: 326594 / SEC#: 801-128010
RIA
Registered Investment Advisory firm - SEC (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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2009About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2007About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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