Edmundo J. Castillo

EVOLUTION WEALTH ADVISORS

Aventura, FL 33180

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CRD#: 6811674

Professional summary

Edmundo Javier Castillo, who also goes by Edmundo J Castillo, Edmundo Castillo, Edmundo Javier Castillo, is a registered financial advisor currently at EVOLUTION WEALTH ADVISORS, LLC located in Aventura, Florida.

Edmundo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Edmundo has worked at 3 firms and has passed the Series 65, Series 66, Series 79TO, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edmundo J Castillo | Edmundo Castillo | Edmundo Javier Castillo

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 Edmundo Javier Castillo'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 11, 2025 - Present

EVOLUTION WEALTH ADVISORS, LLC

Office #1: 20900 Ne 30th Avenue Suite 517, Aventura, FL 33180

RIA

CRD#: 285142

Aventura, FL

Past

April 6, 2021 - March 25, 2025

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

October 1, 2019 - April 6, 2021

MORGAN STANLEY

RIA

CRD#: 149777

NEW YORK, NY

Past

August 27, 2019 - April 6, 2021

MORGAN STANLEY

CRD#: 149777

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".

EVOLUTION WEALTH ADVISORS, LLC

EVOLUTION WEALTH ADVISORS, LLC | EWA

CRD#: 285142 / SEC#: 801-111646

RIA

Registered Investment Advisory firm - (9/8/2017 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
(4/22/2025)

IAR

Texas
(4/11/2025)

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 65

Date: 3/20/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/1/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 79TO

Date: 6/19/2021

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 7TO

Date: 8/27/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/29/2019

Securities Industry Essentials Examination

Current Firm

EVOLUTION WEALTH ADVISORS, LLC

EVOLUTION WEALTH ADVISORS, LLC | EWA

CRD#: 285142 / SEC#: 801-111646

RIA

Registered Investment Advisory firm - (9/8/2017 Approved)

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Contact information

Main Address

20900 Ne 30th Avenue Suite 517, Aventura, FL 33180

Mailing Address

Phone number

(305) 921-4740

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVOLUTION WEALTH 2025 ANNUAL ADV PART 2A (3/28/2025)

EVOLUTION WEALTH 2025 ANNUAL WRAP BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	909
AUM (Assets Under Management)	$ 1,310,126,625

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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Firm Stability Insights

Edmundo J. Castillo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edmundo Javier Castillo's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY & CO. LLC

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

EVOLUTION WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/20/2025

Series 66

Date: 10/1/2019

Series 79TO

Date: 6/19/2021

Series 7TO

Date: 8/27/2019

SIE

Date: 7/29/2019

Current Firm

EVOLUTION WEALTH ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVOLUTION WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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