Matthew Kaszel has been an investment adviser representative at Castle Wealth Management since August 2026, and is not listed among the firm’s executive officers or direct owners. Matthew Kaszel holds a Bachelor of Commerce in Finance from John Molson School of Business, Concordia University.
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.
Matthew Kaszel is Portfolio Manager of Castle Wealth Management, which he joined in 2026 with more than 17 years of financial services experience. He began his career at Royal Bank of Canada and Bank of Montreal before moving into institutional investment management, progressing from analyst to associate portfolio manager and then portfolio manager. He managed global and U.S. equity portfolios for institutional investors.
- Castle Wealth ManagementCurrent– present · under a yearBoynton Beach, FL · Adviser representative · Firm CRD 118364
Professional designations
Listed by Castle Wealth Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Matthew Kaszel is registered as an investment adviser representative in 2 states. The first approvals date from August 2026; the most recent is Florida, in September 2026.
- FloridaSince 21 September 2026
- TexasSince 21 August 2026
Examinations
No examinations are on Matthew Kaszel’s record.
- Full name
- Matthew Charles Kazmierz Kaszel
- CRD
- 8330595
- Firm
- Castle Wealth Management · CRD 118364
- Office
- 1880 N CONGRESS AVE, SUITE 302, Boynton Beach, FL 33426
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- castlewm.com
Where does Matthew Kaszel work?
Matthew Kaszel is an investment adviser representative registered through Castle Wealth Management LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Kaszel a financial advisor?
Yes. Matthew Kaszel has a current investment-adviser registration in Florida and Texas, through Castle Wealth Management since August 2026.
How many years of experience does Matthew Kaszel have?
Matthew Kaszel has 0 years in the financial industry, since August 2026, across 1 adviser firm.
Where is Matthew Kaszel based?
Matthew Kaszel’s registered office is in Boynton Beach, FL.
Is Matthew Kaszel registered with FINRA?
No. Matthew Kaszel has no current broker registration.
Is Matthew Kaszel a CFA charterholder?
Castle Wealth Management lists Matthew Kaszel with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Matthew Kaszel’s record?
Search CRD 8330595 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Kaszel’s full registration record.
