Morgan Stanley
47yrs
Top advisor by experience in New York
29yrs
Edwin Castro
Financial advisor at Citigroup Global Markets
At a glance
Experience29 years (since 1997)
How that compares ?Top 9% by experience at Citigroup Global Markets
OfficeCiti Wealth Management, Sales 153 E. 53rd AKA 601 Lexington Avenue, 25th Floor, New York, NY 10022
How the firm is paid ?Percent of assets, Flat fee
States licensed ?2 states
Services through Citigroup Global Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingOther 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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Uniform Combined State Law Examination
Career
- 2021 – nowCitigroup Global Markets Inc.Current firm
- Aug 2002 – Jul 2003Citicorp Investment ServicesPreviously
Questions to ask Edwin
Tailored to Edwin’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?
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Edwin
How do I contact Edwin?
Call Citigroup Global Markets at 212-816-6000 and ask for Edwin Castro. Edwin works from the New York, NY office.
How long has Edwin been a financial advisor?
Edwin has been in the industry since 1997, about 29 years. Top 9% by experience at Citigroup Global Markets.
What licenses does Edwin hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Edwin a fiduciary?
Edwin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Edwin paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Edwin for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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