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Tina Nicole Castro

Avivar Capital, LLC

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About Tina Nicole Castro

Tina Castro is a registered Investment Advisor Representative with Avivar Capital, LLC in North Hollywood, CA. Tina has been in the industry since January 2014 and is currently registered with the states of California and Texas. Tina holds the Series 3, Series 7 and Series 66 licenses and has a designation as a Chartered Financial Analyst. Tina has previously worked with Goldman, Sachs & Co. in New York, NY. Avivar Capital, LLC provides financial planning, portfolio management for individuals and businesses and educational seminars to their clients.

Firm Information

Tina Castro is currently registered with Avivar Capital, LLC. Avivar Capital, LLC is an investment advisor located in NORTH HOLLYWOOD, CA. They primarily serve charitable organizations and provide financial planning, educational seminars, and selection of other advisors. They manage assets for individuals, businesses, and pooled investment vehicles. Avivar Capital currently manages $443,208,449 for 19 clients. They have 7 investment advisor representatives.
Avivar Capital, LLC

5250 LANKERSHIM BLVD.

NORTH HOLLYWOOD, CA 91601

$443.21M

Assets Under Management

6

Total Clients

6

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tina Castro’s Registration & Firm History

CA

04/23/2021 - Present

Avivar Capital, LLC (NORTH HOLLYWOOD CA)

NY

10/26/2005 - 03/10/2008

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

01/18/2001 - 07/25/2003

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/28/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/29/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/25/2005

Series 7 - General Securities Representative Examination

BC

Issued 10/13/2005

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tina Nicole Castro.
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