Christina Worley has been Managing Member/Chief Compliance Officer of Castle Wealth Management since October 1997, is a control person of the firm and directly owns 75% or more of it. Christina Worley holds a Bachelor of Science in Economics from Wharton School of the University of Pennsylvania.
Castle Wealth Management LLC is a Boynton Beach, FL firm with $430M under management, 251 clients and 3 advisers across 2 offices, as of its July 2026 filing.
Christina Worley is Founder and Managing Member of Castle Wealth Management, which she has guided since 1997. She worked in New York City for seven years, starting at Arthur Young, then as an analyst at Merrill Lynch International Bank and as a Territorial Controller of Real Estate Investments at Metropolitan Life Insurance Company.
- Castle Wealth ManagementCurrent– present · 28 yearsBoynton Beach, FL · Adviser representative · Firm CRD 118364
Investment adviser representative registrations
Christina Worley is registered as an investment adviser representative in 2 states. The first approvals date from November 1997; the most recent is New York, in February 2021.
- FloridaSince 17 November 1997
- New YorkSince 1 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 2 | Non-Member General Securities Examination | 14 October 1993 |
- Name
- Non-Member General Securities Examination
- Full name
- Christina L Worley
- CRD
- 2417412
- Firm
- Castle Wealth Management · CRD 118364
- Role
- Managing Member/Chief Compliance Officer
- Office
- 1880 N CONGRESS AVE, SUITE 302, Boynton Beach, FL 33426
- Registration
- Investment adviser registration
- In the industry since
- November 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- castlewm.com
Where does Christina Worley work?
Christina Worley has been Managing Member/Chief Compliance Officer of Castle Wealth Management LLC since October 1997, and is a control person of the firm.
Is Christina Worley a financial advisor?
Yes. Christina Worley has a current investment-adviser registration in Florida and New York, through Castle Wealth Management since November 1997.
How many years of experience does Christina Worley have?
Christina Worley has 28 years in the financial industry, since November 1997, across 1 adviser firm.
What exams has Christina Worley passed?
Christina Worley passed the Series 2 in October 1993.
Where is Christina Worley based?
Christina Worley’s registered office is in Boynton Beach, FL.
Is Christina Worley registered with FINRA?
No. Christina Worley has no current broker registration.
How can I verify Christina Worley’s record?
Search CRD 2417412 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christina Worley’s full registration record.
