DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Nicholas Daniel Castellano

Outlook Wealth Advisors, LLCindependent RIAThe Woodlands, TxIA-onlyIAPD 2718649

Feed of 09/14/2026

Also filed as Nick Castellano

At current firm

0 y

since Apr 13, 2026

In the industry

18 y

since Feb 27, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Outlook Wealth Advisors, LLC independent RIA current
since Apr 13, 2026 · The Woodlands, Tx
Ae Wealth Management, LLC BD affiliated
Apr 29, 2025 to Aug 7, 2025 · Coconut Creek, Fl
Singer Wealth Advisors LLC independent RIA
Jan 31, 2025 to Mar 19, 2025 · Boca Raton, Fl
Primerica Advisors national BD
Sep 29, 2020 to Jan 2, 2025 · Decatur, Tx
Morgan Stanley wirehouse
May 21, 2018 to Jan 10, 2019 · Ft. Lauderdale, Fl
Scottrade Investment Management former
Mar 6, 2017 to Aug 21, 2017 · Saint Louis, Mo
Pacific Wealth Management independent RIA
May 26, 2016 to Sep 23, 2016 · San Diego, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 27, 2008 to Sep 25, 2013 · Fort Worth, Tx

Moves

a registration end followed by a registration begin elsewhere

Ae Wealth Management, LLC to Outlook Wealth Advisors, LLC
left Aug 7, 2025, registered Apr 13, 2026 (249 days) · Affiliated broker-dealer or bank to independent RIA
Singer Wealth Advisors LLC to Ae Wealth Management, LLC
left Mar 19, 2025, registered Apr 29, 2025 (41 days) · RIA to affiliated broker-dealer or bank
Primerica Advisors to Singer Wealth Advisors LLC
left Jan 2, 2025, registered Jan 31, 2025 (29 days) · Affiliated broker-dealer or bank to independent RIA
Morgan Stanley to Primerica Advisors
left Jan 10, 2019, registered Sep 29, 2020 (628 days) · Wirehouse to affiliated broker-dealer or bank
Scottrade Investment Management to Morgan Stanley
left Aug 21, 2017, registered May 21, 2018 (273 days) · Other
Pacific Wealth Management to Scottrade Investment Management
left Sep 23, 2016, registered Mar 6, 2017 (164 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Pacific Wealth Management
left Sep 25, 2013, registered May 26, 2016 (974 days) · Other

Signals

Nicholas Daniel Castellano left Ae Wealth Management, Llc for Outlook Wealth Advisors, Llc (registered 2026-04-13)
Aug 7, 2025 · Advisor changed firm · fact
Nicholas Daniel Castellano left Singer Wealth Advisors Llc for Ae Wealth Management, Llc (registered 2025-04-29)
Mar 19, 2025 · Advisor changed firm · fact
Nicholas Daniel Castellano left Primerica Advisors for Singer Wealth Advisors Llc (registered 2025-01-31)
Jan 2, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address