Drasko Kovrlija has been President & Chief Compliance Officer of Kastel Capital Advisors since April 2015, is a control person of the firm and directly owns 75% or more of it.
Kastel Capital Advisors, LLC is a Wellesley, MA firm with $193M under management, 67 clients and 3 advisers in one office, as of its June 2026 filing.
Drasko Kovrlija is a partner at Kastel Capital. He has three decades of experience and specializes in helping clients with complex wealth situations.
- Kastel Capital Advisors, LLCCurrent– present · 11 yearsWellesley, MA · Adviser representative · Firm CRD 226520
Professional designations
Listed by Kastel Capital Advisors
- Certified Financial Planner (CFP®)
Investment adviser representative registrations
Drasko Kovrlija is registered as an investment adviser representative in Massachusetts, since June 2015.
- MassachusettsSince 29 June 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 June 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 November 2008 |
| Series 7 | General Securities Representative Examination | 11 November 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Drasko "NMN" Kovrlija
- CRD
- 5609454
- Firm
- Kastel Capital Advisors · CRD 226520
- Role
- President & Chief Compliance Officer
- Office
- 40 GROVE STREET, SUITE 190, Wellesley, MA 02482
- Registration
- Investment adviser registration
- In the industry since
- June 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kastelcapital.com
Where does Drasko Kovrlija work?
Drasko Kovrlija has been President & Chief Compliance Officer of Kastel Capital Advisors, LLC since April 2015, and is a control person of the firm.
Is Drasko Kovrlija a financial advisor?
Yes. Drasko Kovrlija has a current investment-adviser registration in Massachusetts, through Kastel Capital Advisors since June 2015.
How many years of experience does Drasko Kovrlija have?
Drasko Kovrlija has 11 years in the financial industry, since June 2015, across 1 adviser firm.
What exams has Drasko Kovrlija passed?
Drasko Kovrlija has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in November 2008.
Where is Drasko Kovrlija based?
Drasko Kovrlija’s registered office is in Wellesley, MA.
Is Drasko Kovrlija registered with FINRA?
No. Drasko Kovrlija has no current broker registration.
Is Drasko Kovrlija a CFP?
Kastel Capital Advisors lists Drasko Kovrlija with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Drasko Kovrlija’s record?
Search CRD 5609454 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Drasko Kovrlija’s full registration record.