Nabil Castro
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fidelity
Location
Salt Lake City, UT 84101-1368
Credentials
Series 63, Series 66
Industry experience
6 years
About
Nabil Castro is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he focuses on assisting individuals and families in developing financial strategies that address various life stages, including wealth building, retirement planning, and managing financial transitions. His approach emphasizes integrity, personalized service, and forward-thinking strategies.
Nabil holds insurance licenses for Arkansas and California, enabling him to provide informed guidance in these jurisdictions. Outside of his professional work, he enjoys spending time at the beach, cooking and baking, exploring diverse culinary experiences, watching movies, listening to music, and caring for pets.
Client services
Based on Fidelity
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
General retirement planning
Income planning
Retirement income strategy
Location
49 North 400 West
Salt Lake City, UT 84101-1368
Most active in
Nabil C has reported serving >5 clients in these states in the last 12 months.
Texas · Utah
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity Brokerage services, LLC
2019 - Present (7 years)
DEL TACO INC
2018 - 2018 (1 year)
Wells Fargo bank
2011 - 2019 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Series 63, Series 65
Salt Lake City, UT
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Michael M
Series 66
Bountiful, UT
Safe Bay Retirement Advisors
Christopher C
CFP®, ChFC®, Series 63, Series 66
Cottonwood Heights, UT
Twin Peaks Wealth Management LLC
Ronald M
Series 63, Series 65
Cottonwood Heights, UT
Planned Security Advisors LLC
Andrew M
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Millcreek, UT
Affinity Financial, LLC
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