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Drasko "nmn" Kovrlija

KASTEL CAPITAL ADVISORS, LLC·WELLESLEY, Massachusetts
Series 7, Series 63, Series 65Clean record11 years registeredKASTEL CAPITAL ADVISORS, LLC
40 GROVE STREET, WELLESLEY, MA 02482CRD# 5609454Firm CRD# 226520

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Drasko "nmn" Kovrlija · WELLESLEY, MA
Registration
CRD #5609454 · KASTEL CAPITAL ADVISORS, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

KASTEL CAPITAL ADVISORS, LLC
Jun 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · June 29, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KASTEL CAPITAL ADVISORS, LLC
CRD 226520 · SEC 801-117355
AUM
$138M
Regulatory assets under management
Employees
3
222 client accounts
Services offered by KASTEL CAPITAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KASTEL CAPITAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Drasko "nmn" Kovrlija offer?
Drasko "nmn" Kovrlija specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Drasko "nmn" Kovrlija's credentials?
Drasko "nmn" Kovrlija is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Drasko "nmn" Kovrlija located?
Drasko "nmn" Kovrlija is based in WELLESLEY, Massachusetts, working with KASTEL CAPITAL ADVISORS, LLC. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
How does Drasko "nmn" Kovrlija charge for services?
Drasko "nmn" Kovrlija's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KASTEL CAPITAL ADVISORS, LLC?
KASTEL CAPITAL ADVISORS, LLC has approximately 3 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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