Unclaimed Profile

David Moises Fajardo

CASTLEVIEW PARTNERS, LLC·DALLAS, Texas

SIE, Series 4, Series 6, Series 7, Series 24, Series 63, Series 65Clean record9 years registeredCASTLEVIEW PARTNERS, LLC

8111 PRESTON ROAD, DALLAS, TX 75225CRD# 4703965Firm CRD# 281410

Profile Verification

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

Identity

David Moises Fajardo · DALLAS, TX

Registration

CRD #4703965 · CASTLEVIEW PARTNERS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CASTLEVIEW PARTNERS, LLC

FDX ADVISORS, INC.

Mar 2017 – Oct 2018

Dallas, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 4, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CASTLEVIEW PARTNERS, LLC

CRD 281410 · SEC 801-106652

AUM

$270M

Regulatory assets under management

Employees

1,308 client accounts

Services offered by CASTLEVIEW PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing 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 CASTLEVIEW PARTNERS, LLC →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Moises Fajardo offer?

David Moises Fajardo specializes in Financial Planning, Investment Management.

What are David Moises Fajardo's credentials?

David Moises Fajardo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Moises Fajardo located?

David Moises Fajardo is based in DALLAS, Texas, last registered with CASTLEVIEW PARTNERS, LLC.

How does David Moises Fajardo charge for services?

David Moises Fajardo'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 CASTLEVIEW PARTNERS, LLC?

CASTLEVIEW PARTNERS, LLC has approximately 18 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →