Drasko ". Kovrlija

KASTEL CAPITAL ADVISORS

Wellesley, MA 02482

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CRD#: 5609454

Professional summary

Drasko "nmn" Kovrlija, CFP®, who also goes by Drasko Kovrlija, is a registered financial advisor currently at KASTEL CAPITAL ADVISORS, LLC located in Wellesley, Massachusetts.

Drasko is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Drasko has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Drasko Kovrlija

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 Drasko "nmn" Kovrlija'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®

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

June 29, 2015 - Present

KASTEL CAPITAL ADVISORS, LLC

Office #1: 40 Grove Street Suite 190, Wellesley, MA 02482

RIA

CRD#: 226520

Wellesley, MA

Past

November 12, 2008 - December 3, 2009

BRIGHT TRADING, LLC

CRD#: 34702

HENDERSON, NV

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".

KASTEL CAPITAL ADVISORS, LLC

KASTEL CAPITAL ADVISORS, LLC | PENSION & WEALTH MANAGEMENT ADVISORS

CRD#: 226520 / SEC#: 801-117355

RIA

Registered Investment Advisory firm - (9/24/2019 Approved)

Louisiana

Registered Investment Advisory firm - (10/16/2019 Terminated)

Massachusetts

Registered Investment Advisory firm - (11/20/2019 Terminated)

Texas

Registered Investment Advisory firm - (10/16/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Massachusetts
(6/29/2015)

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 65

Date: 6/26/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/13/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/11/2008

General Securities Representative Examination

Current Firm

KASTEL CAPITAL ADVISORS, LLC

KASTEL CAPITAL ADVISORS, LLC | PENSION & WEALTH MANAGEMENT ADVISORS

CRD#: 226520 / SEC#: 801-117355

RIA

Registered Investment Advisory firm - (9/24/2019 Approved)

Louisiana

Registered Investment Advisory firm - (10/16/2019 Terminated)

Massachusetts

Registered Investment Advisory firm - (11/20/2019 Terminated)

Texas

Registered Investment Advisory firm - (10/16/2019 Terminated)

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Contact information

Main Address

40 Grove Street Suite 190, Wellesley, MA 02482

Mailing Address

Phone number

(888) 622-2285

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-KASTEL CAPITAL ADVISORS, LLC (11/4/2025)

Regulatory assets under management

Total Number of Accounts	245
AUM (Assets Under Management)	$ 164,571,865

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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Drasko ". Kovrlija

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Drasko "nmn" Kovrlija's CRS (Customer Relationship Summary).

Certified licenses

Experience

KASTEL CAPITAL ADVISORS, LLC

BRIGHT TRADING, LLC

Primary Firm SEC Registration

KASTEL CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/26/2015

Series 63

Date: 11/13/2008

Series 7

Date: 11/11/2008

Current Firm

KASTEL CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KASTEL CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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