Rockefeller Capital Management
47yrs
Top advisor by experience in Connecticut
27yrs
Jonathan Castle
Financial advisor at Merrill
Based in Stamford, Connecticut, Jonathan Castle is a fiduciary financial advisor with 27 years of industry experience. Jonathan has been with Merrill since 2019. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 937 advisors with offices in Stamford, and one of 883 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 21% by experience at Merrill
Office301 Tresser Blvd Office Of Cao - Awl Local Markets Organization, Stamford, CT 06901
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
Contact Jonathan
(800) 637-7455Firm headquarters in New York, NY. Ask for Jonathan. 301 Tresser Blvd Office Of Cao - Awl Local Markets OrganizationStamford, CT 06901Office · Get directions
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Merrill at (800) 637-7455 and ask for Jonathan Castle. Jonathan works from the Stamford, CT office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1999, about 27 years. Top 21% by experience at Merrill.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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