Unclaimed Profile

Christopher D Castellano

GM ADVISORY GROUP, INC.·MELVILLE, New York

Clean record4 years registeredGM ADVISORY GROUP, INC.

400 BROADHOLLOW ROAD, MELVILLE, NY 11747CRD# 5594670Firm CRD# 147592

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher D Castellano · MELVILLE, NY

Registration

CRD #5594670 · GM ADVISORY GROUP, INC. · 4 years registered

Brand Profile

Not yet started

Career History

WEALTHSPIRE ADVISORS

Apr 2026 – present

WEALTHSPIRE ADVISORS

Aug 2021 – Jun 2026

MELVILLE, NY

Registrations & Exams

Registration record

First registered · August 23, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GM ADVISORY GROUP, LLC

CRD 147592 · SEC 801-69418

AUM

$3.0B

Regulatory assets under management

Employees

2,210 client accounts

Services offered by GM ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GM ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Christopher D Castellano offer?

Christopher D Castellano specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MELVILLE, New York for a consultation.

What are Christopher D Castellano's credentials?

Christopher D Castellano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher D Castellano located?

Christopher D Castellano is based in MELVILLE, New York, working with GM ADVISORY GROUP, INC.. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.

How does Christopher D Castellano charge for services?

Christopher D Castellano's firm is compensated through percentage of aum, subscription fees, other: wrap fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GM ADVISORY GROUP, INC.?

GM ADVISORY GROUP, INC. has approximately 42 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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