Marnie Rose Castillo
Professional Summary
Marnie Rose Castillo, who also goes by Marnie Castillo, Marnie Rose Verbruggen, is a registered financial advisor currently at BLUE OWL SECURITIES located in Chicago, Illinois. Marnie is registered as a RR (Registered Representative) and started their career in finance in 2017. Marnie has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Marnie Castillo, Marnie Rose Verbruggen
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
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.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
Years of Experience
9 years in the financial services industry
Current & Past Employments
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
Current Firm
BLUE OWL SECURITIES | OWL ROCK SECURITIES | OWL ROCK CAPITAL SECURITIES LLC | BLUE OWL SECURITIES LLC
Contact Information
Main Address
375 Park Avenue, New York, NY 10152Mailing Address
375 Park Avenue 4th Floor, New York, NY 10152Phone Number
(212) 419-3000Established
Delaware since 12/17/2015Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
MediumFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
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.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
State Registrations and Notice Filings
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/18/2026)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/3/2022)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
CRS (Client Relationship Summary) - BD
Click below to view Marnie Rose Castillo's CRS (Customer Relationship Summary).
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
