Kristin A. Castello

NELSON ADVISORY SERVICES

WINTER PARK, FL 32789

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CRD#: 7133143

Professional summary

Kristin A Castello, CFP®, who also goes by Kristin A Kalley, is a registered financial advisor currently at NELSON ADVISORY SERVICES, INC. located in Winter Park, Florida and NELSON IVEST BROKERAGE SERVICES, INC. located in Winter Park, Florida.

Kristin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Kristin has worked at 2 firms and has passed the SIE and Series 7TO exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kristin A Kalley

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 Kristin A Castello'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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

January 9, 2026 - Present

NELSON ADVISORY SERVICES, INC.

Office #1: 423 Country Club Dr., Winter Park, FL 32789

RIA

CRD#: 337576

WINTER PARK, FL

Current

July 16, 2019 - Present

NELSON IVEST BROKERAGE SERVICES, INC.

Office #1: 423 Country Club Drive, Winter Park, FL 32789-2968

CRD#: 3002

Winter Park, FL

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(7/16/2019)

IAR

Florida
(1/9/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

General Industry/Product Exam

SIE

Date: 7/16/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7TO

Date: 6/27/2019

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

NELSON ADVISORY SERVICES, INC.

CRD#: 337576 / SEC#:

Florida

Registered Investment Advisory firm - (1/6/2026 Approved)

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Contact information

Main Address

423 Country Club Dr., Winter Park, FL 32789

Mailing Address

Phone number

(407) 629-6477

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Kristin A. Castello

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristin A Castello's CRS (Customer Relationship Summary).

Certified licenses

Experience

NELSON ADVISORY SERVICES, INC.

NELSON IVEST BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

SIE

Date: 7/16/2019

Series 7TO

Date: 6/27/2019

FINRA

Current Firm

NELSON ADVISORY SERVICES, INC.

Contact information

Documents

Red Flags

Company Information

NELSON ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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