Daniel Castle
Daniel Castle is a CFP, ChFC-designated registered investment advisor at Winthrop Wealth, based in Boston, MA, with 21 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,117 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Winthrop Wealth offers investment management services for an annual fee based on the value of your portfolio. The fee ranges from 0.30% to 2.00%, depending on the size and composition of your portfolio and the services provided. The fee includes financial planning as part of a wealth management engagement.
Location
321 Columbus Ave, 3rd Fl, Boston, MA, 02116-5168
Get directionsHistory
Regulatory History (10)
Financial
February 2026Financial
January 2026Financial
December 2025Financial
December 2025Financial
November 2025Financial
October 2025Financial
July 2025Financial
June 2025Financial
June 2025Financial
May 2025Other Business ActivitiesSells Insurance
Daniel is a non-variable insurance producer since 2019, spending about half of his time on this activity. He dedicates a few hours per week to it during securities trading hours.
Employment History
Current Registrations
Winthrop Wealth
Previous Registrations
LPL Financial LLCBroker
John Hancock Distributors LLCBroker
John Hancock Distributors LLC
Fisco Equity, INC.Broker
Calvert Securities CorporationBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.