Carson Castellano has been Chief Compliance Officer/Investment Advisor Representative of Arnold Castellano and Associates since February 2026, is a control person of the firm and directly owns under 5% of it. Carson Castellano holds a Bachelor of Science in Accounting & Finance from Texas Christian University and a Master's degree in Accounting from Texas Christian University.
Arnold Castellano and Associates, LLC is a Shreveport, LA firm with $130M under management, 301 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Carson Castellano is Chief Compliance Officer and Investment Advisor at Castellano & Associates, based in Shreveport, LA. He provides integrated tax and investment advisory services to individuals and business owners. He began his career at KPMG and later worked at Texas Pacific Group (TPG), specializing in valuation services.
- Castellano & AssociatesCurrent– present · under a yearFort Worth, TX · Adviser representative · Firm CRD 117369
Professional designations
Listed by Arnold Castellano and Associates
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Carson Castellano is registered as an investment adviser representative in 2 states. The first approvals date from February 2026; the most recent is Louisiana, in March 2026.
- LouisianaSince 16 March 2026
- TexasSince 24 February 2026
Examinations
No examinations are on Carson Castellano’s record.
- Full name
- Carson Miller Castellano
- CRD
- 8227460
- Firm
- Arnold Castellano and Associates · CRD 117369
- Role
- Chief Compliance Officer/Investment Advisor Representative
- Office
- Fort Worth, TX
- Registration
- Investment adviser registration
- In the industry since
- February 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- todaycpa.com
Where does Carson Castellano work?
Carson Castellano has been Chief Compliance Officer/Investment Advisor Representative of Arnold Castellano and Associates, LLC since February 2026, and is a control person of the firm.
Is Carson Castellano a financial advisor?
Yes. Carson Castellano has a current investment-adviser registration in Louisiana and Texas, through Arnold Castellano and Associates since February 2026.
How many years of experience does Carson Castellano have?
Carson Castellano has 0 years in the financial industry, since February 2026, across 1 adviser firm.
Where is Carson Castellano based?
Carson Castellano’s registered office is in Fort Worth, TX.
Is Carson Castellano registered with FINRA?
No. Carson Castellano has no current broker registration.
Is Carson Castellano a CFA charterholder?
Arnold Castellano and Associates lists Carson Castellano with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Carson Castellano’s record?
Search CRD 8227460 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carson Castellano’s full registration record.