Castle Placement, LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
—
Advisory reps
37
Avg account
$0

Firm details

Headquarters
Long Beach, New York
CRD number
189511
Registered since
October 2, 2015

Firm profile

FINTRX

Overview

Castle Placement, LLC is organized as a limited liability company and is registered with the SEC since 2015. FINTRX classifies the firm as an investment bank; ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not marked as an active ESG investor. The firm's snapshot does not enumerate specific advisory activities, fee arrangements, or target client segments in the FINTRX entry. Castle Placement, LLC is not flagged as a multi-state adviser, pension consultant, newly formed adviser, or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Juan Sandoval

    Juan Sandoval

    Chief Financial OfficerCRD 4853205

  • Mark Arizmendi

    Mark Arizmendi

    CEOCRD 4110331

Contacts

3 of 35
  • Rashidah Billups

    Rashidah Billups

    Managing DirectorCRD 6366397

  • Andrew Douglas

    Andrew Douglas

    Managing DirectorCRD 6873183

  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Long Beach, NY

Nassau

Location

Long Beach, NY

Headquartered in Long Beach, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Nassau
Address
180 Boardwalk
Time zone
ET (UTC-5)
Office locations

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