Unclaimed Profile

Paul Frank Castellon

VAB ADVISORS, LLC.·SAN JUAN, Puerto Rico

Series 7, Series 22, Series 24, Series 63, Series 65Clean record28 years registeredVAB ADVISORS, LLC.

352 FERNANDO PRIMERO, SAN JUAN, PR 00918CRD# 1141817Firm CRD# 155204

Profile Verification

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

Identity

Paul Frank Castellon · SAN JUAN, PR

Registration

CRD #1141817 · VAB ADVISORS, LLC. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VAB ADVISORS, LLC.

VAB ADVISORS, LLC.

Sep 2014 – Nov 2016

SAN JUAN, PR

COMPREHENSIVE INVESTMENT SOLUTIONS, LLC

Apr 2003 – Sep 2014

YARDLEY, PA

CPA INVESTMENT SOLUTIONS, LLC

Sep 2001 – Sep 2014

YARDLEY, PA

COMPREHENSIVE INVESTMENT SOLUTIONS INC

Mar 1998 – Apr 2003

YARDLEY, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 22

Series 24

Series 63

Series 65

Registration record

First registered · March 18, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VAB ADVISORS, LLC.

CRD 155204 · SEC 801-72194

AUM

$67M

Regulatory assets under management

Employees

1 client accounts

Services offered by VAB ADVISORS, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VAB ADVISORS, LLC. →

Introduction

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Frequently Asked Questions

What services does Paul Frank Castellon offer?

Paul Frank Castellon specializes in Financial Planning, Investment Management, Wealth Management.

What are Paul Frank Castellon's credentials?

Paul Frank Castellon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Frank Castellon located?

Paul Frank Castellon is based in SAN JUAN, Puerto Rico, last registered with VAB ADVISORS, LLC..

How does Paul Frank Castellon charge for services?

Paul Frank Castellon'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 VAB ADVISORS, LLC.?

VAB ADVISORS, LLC. has approximately 2 employees and manages $67M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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