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Massimo Castellano

FS Investment Solutions, LLC

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About Massimo Castellano

Massimo Castellano is a financial advisor with over 20 years of experience in the industry. Massimo is currently registered with FS Investment Solutions, LLC and has previously worked with several other firms including ALPS Distributors, Inc., Black Creek Capital Markets, LLC, NGAM Distribution, L.P., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., Sanford C. Bernstein & Co., LLC, and NFP Securities, Inc. Massimo holds Series 6, 7, 31, 63, and 66 licenses.

Firm Information

Massimo Castellano is currently registered with FS Investment Solutions, LLC. FS Investment Solutions, LLC is a Limited Liability Company formed on July 17, 2007. It is registered to provide advisory services in all 50 states, the District of Columbia, and Puerto Rico. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

111

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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Massimo Castellano’s Registration & Firm History

PA

12/10/2021 - Present

FS Investment Solutions, LLC (PHILADELPHIA PA)

CO

02/19/2020 - 11/30/2021

ALPS DISTRIBUTORS, INC. (DENVER CO)

CO

10/04/2017 - 06/28/2019

BLACK CREEK CAPITAL MARKETS, LLC (DENVER CO)

MA

01/09/2006 - 08/04/2017

NGAM DISTRIBUTION, L.P. (BOSTON MA)

NY

04/08/2004 - 01/11/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

07/31/2002 - 04/12/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

05/01/2001 - 07/17/2002

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

TX

04/14/2000 - 04/17/2001

NFP SECURITIES, INC. (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 08/29/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/08/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 10/16/2001

Series 7 - General Securities Representative Examination

BC

Issued 04/13/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Massimo Castellano.
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