DC
David A. Castro
JET STREAM WEALTH MANAGEMENT
Ridgewood, NY
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CRD#: 7046438
DC
Professional summary
David Alonzo Castro is a registered financial advisor currently at JET STREAM WEALTH MANAGEMENT located in Ridgewood, New York.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. David has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
I currently work as a Pilot involved in the transportation of passengers. During this time, I transport passengers from origin to destination. My duties include the safe operation of the aircraft during all phases of flight and provide customer service to my passengers. I am part of the JetBlue Gateway Pilot Program. Neither business is investment related. The address of the Hyannis Air Service is 660 Barnstable Rd, Hyannis, MA 02601. My schedule changes week to week. However, I fly an average of 3 hours a day during the week when securities are trading, but mostly fly during the weekend when the market is closed.
CRS (Client Relationship Summary) - RIA
Click below to view David Alonzo Castro's 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®
NoneExperience
Current
March 1, 2024 - Present
JET STREAM WEALTH MANAGEMENT
RIA
CRD#: 329042
Ridgewood, NY
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
New York(3/1/2024)
Current Firm
JS
JET STREAM WEALTH MANAGEMENT
JET STREAM WEALTH MANAGEMENT | JET STREAM WEALTH MANAGEMENT LLC
CRD#: 329042 / SEC#:
New York
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Contact information
Main Address
Ridgewood, NY
Mailing Address
Phone number
(347) 801-4372
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 14,390 |
Red Flags
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