AC
AC

Amanda Rachelle Castellano

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
4,509 clients
Average Client Portfolio
$686K average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:$50K
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Location

290 Harbor Dr, Stamford, CT, 06902

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Moors & Cabot, INC
October 2025 - Present · 4 mos
Moors & Cabot, INC.Broker
October 2025 - Present · 4 mos
Previous Registrations
Alliancebernstein L.P.
August 2023 - September 2025 · 2 yrs 1 mo
Sanford C. Bernstein & CO., LLCBroker
August 2023 - September 2025 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2019 - April 2023 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2019 - April 2023 · 3 yrs 9 mos
State Registrations3 states
COCTNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.