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Marnie Rose Castillo

Blue OWL Securities

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About Marnie Rose Castillo

Marnie Castillo is an investment professional with over 5 years of experience in the financial services industry. Currently, Marnie works at Blue Owl Securities where she has held the position of registered representative since May 2022. Previously, Marnie was with MORGAN STANLEY in a similar role for over four years. Marnie has a strong track record of success in the securities industry, and is committed to providing her clients with the highest level of service and expertise. She holds the Series 66, Series 7, and SIE licenses, and is registered with the Financial Industry Regulatory Authority (FINRA). Marnie is committed to helping her clients achieve their financial goals. She is a member of the Chicago community, and is dedicated to providing her clients with the personalized attention and expertise they deserve.

Firm Information

Marnie Castillo is currently registered with Blue OWL Securities. Blue OWL Securities is a Limited Liability Company formed in December 2015. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. Blue OWL Securities is registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Marnie Castillo’s Registration & Firm History

IL

05/03/2022 - Present

Blue OWL Securities (Chicago IL)

IL

07/03/2017 - 03/30/2022

MORGAN STANLEY (Chicago IL)

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Licenses & Designations

BOTH

Issued 08/05/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marnie Rose Castillo.
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