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Amber N. Dakar

CASTLE WEALTH MANAGEMENT
BOYNTON BEACH, FL 33426
CRD#: 8136736
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Amber N DakarCASTLE WEALTH MANAGEMENT

Professional summary

Amber N Dakar is a registered financial advisor currently at CASTLE WEALTH MANAGEMENT located in Boynton Beach, Florida.

Amber is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Amber has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amber N Dakar'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

February 24, 2026 - Present

CASTLE WEALTH MANAGEMENT

Office #1: 1880 N Congress Ave Suite 302, Boynton Beach, FL 33426
RIA
CRD#: 118364
BOYNTON BEACH, FL
Past

December 17, 2025 - February 5, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
STUART, FL
Past

November 11, 2025 - February 5, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
STUART, FL

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".
CW
CASTLE WEALTH MANAGEMENT
CASTLE WEALTH MANAGEMENT | P.F.S. ADVISORS L.C. | CASTLE WEALTH MANAGEMENT LLC

CRD#: 118364 / SEC#: 801-60871

RIA
Registered Investment Advisory firm - (1/22/2002 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
(2/24/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/16/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/11/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/15/2025
Securities Industry Essentials Examination

Current Firm

CW
CASTLE WEALTH MANAGEMENT
CASTLE WEALTH MANAGEMENT | P.F.S. ADVISORS L.C. | CASTLE WEALTH MANAGEMENT LLC

CRD#: 118364 / SEC#: 801-60871

RIA
Registered Investment Advisory firm - (1/22/2002 Approved)
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Contact information

Main Address
1880 N Congress Ave Suite 302, Boynton Beach, FL 33426
Mailing Address
Phone number
(561) 686-9604
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CASTLE 2025 ANNUAL FORM ADV PART 2 A & B (3/31/2025)
CASTLE 2025 ANNUAL APPENDIX 1 WRAP FEE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts812
AUM (Assets Under Management)$ 371,943,152

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/02/2025
Cover Page
Report
01/18/2024
Cover Page
Report
10/28/2022
Cover Page
Report

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.

Company Information

CASTLE WEALTH MANAGEMENT

CRD#: 118364Boynton Beach, FL 33426

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