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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)22 years in industry

ANTONIO JOSE DEL CASTILLO

Advisor at STRATEGIC ADVISERS LLC

CAMPBELL, CA

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Search this name across graphsid dfx:ria:313ce0ef-805f-2294-547f-6673779b3393

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 2, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Aug 18, 2005
First registration: Dec 2, 2013
Dual registered: yes, broker-dealer
Other names: ANTONIO DEL CASTILLO|ANTONIO JOSE DEL CASTILLO|Antonio delCastillo
IAPD individual key: 4986536

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	CAMPBELL, CA\|CAMPBELL, CA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Mar 15, 2023	Mar 31, 2025	no	CAMPBELL, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 18, 2022	Feb 6, 2023	no	San Diego, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Sep 21, 2017	May 22, 2021	no	New York City, NY	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Dec 2, 2013	Sep 13, 2017	no	NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
AMERIPRISE FINANCIAL SERVICES, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Feb 6, 2023	Mar 15, 2023	37	Firm change	Ibd to ibd
CHARLES SCHWAB & CO., INC.	AMERIPRISE FINANCIAL SERVICES, LLC	May 22, 2021	Jan 18, 2022	241	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	CHARLES SCHWAB & CO., INC.	Sep 13, 2017	Sep 21, 2017	8	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Dec 2, 2013 to Sep 13, 2017factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Mar 15, 2023 to Mar 31, 2025factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 18, 2022 to Feb 6, 2023factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Sep 21, 2017 to May 22, 2021factForm ADV

Dated events

Occurred
Feb 6, 2023
Advisor changed firm
Antonio Jose Del Castillo left Ameriprise Financial Services, Llc for Fidelity Personal And Workplace Advisors (registered 2023-03-15)
Form ADVobserved 6 days ago