CASTLE PLACEMENT, LLC

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

Firm details

Headquarters
SYOSSET, 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 classified as an investment bank. The firm is SEC-registered (registration year 2015) and is owned by a mix of domestic entity and individual ownership. According to the available profile, Castle Placement does not operate as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. The dataset also flags that the firm is not a pension consultant, not newly formed in the most recent disclosure, and not listed as a 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

1 of 1
  • MARK ARIZMENDI

    CEOCRD 4110331

Contacts

3 of 36
  • Harish Balakrishnapillai

    Senior Investment ProfessionalCRD 7424682

  • Jose Maria Carretero Tomas

    Managing DirectorCRD 8113842

  • Karen Witt

    Managing DirectorCRD 7831467

Unlock 33 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SYOSSET, NY

NASSAU

Location

SYOSSET, NY

Headquartered in SYOSSET, 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
527 Split Rock Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth