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FIRM PROFILE
Overview
CASTLE PLACEMENT, LLC is located at 527 Split Rock Rd Oyster Bay Cove, Syosset, NY 11791 and was first established at Long Island, Delaware in 03/13/2015. After operating for 11 years, CASTLE PLACEMENT, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CASTLE PLACEMENT, LLC’s clients are individuals and 0% of their clients are high net worth individuals. CASTLE PLACEMENT, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CASTLE PLACEMENT, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CASTLE PLACEMENT, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CASTLE PLACEMENT, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for CASTLE PLACEMENT, LLC Comes From
Understanding the Statistics for CASTLE PLACEMENT, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
527 Split Rock Rd Oyster Bay Cove, Syosset, NY 11791
1460 Broadway, New York, NY 10036
Small
(212) 418-1180
Delaware since 03/13/2015
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at CASTLE PLACEMENT, LLC
Daniel Stewart Beaton
Michael David Greenspan
Harry - Dublinsky
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