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Bryan Angelo Castillo

CRD# 6377131·Registered 2015 - 2024
Previously Registered: Being a previously registered professional could mean that Bryan is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Bryan Angelo Castillo was a registered financial advisor. Bryan was a previously registered financial professional and started their career in finance 2015 - 2024. Bryan had worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 79 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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

11 years in the financial services industry

Current & Past Employments

ACKRELL CAPITAL, LLC·CRD# 129847
BD
San Francisco, CA
March 2, 2017 - December 10, 2024
KEMA PARTNERS LLC·CRD# 143752
BD
Mill Valley, CA
May 11, 2016 - April 5, 2017
ACKRELL CAPITAL, LLC·CRD# 129847
BD
San Francisco, CA
January 29, 2015 - March 11, 2016

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Current Firm

AC
ACKRELL CAPITAL, LLC

ACKRELL CAPITAL, LLC

CRD#: 129847 / SEC#: 8-66265
BD
Terminated by SEC on 11/10/2025

Contact Information

Established

Delaware since 11/20/2003

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

Documents

Direct owners and executive officers

NamePositionCRD#
ACKRELL, MICHAEL KEVINMANAGING PARTNER,CHIEF COMPLIANCE OFFICER—
POSTREL, HELENE BERSONPFO, POO—

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

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

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2015About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2016About the Series 7 exam

Series 79 — Investment Banking Registered Representative Examination

Passed Jan 2015About the Series 79 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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