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Federico Santiago Londono Castillo

Investment Adviser Representative at Occidental Asset Management, LLC

Altamonte Springs, FLCRD #7200770Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Federico Santiago Londono Castillo is an investment adviser representative with Occidental Asset Management, LLC in Altamonte Springs, FL, where they have been registered since 2020, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/3/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Occidental Asset Management, LLCCurrent
2/4/2020 – Altamonte Springs, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Occidental Asset Management, LLC
    Jul 2019 – no end date reportedOrlando, FL
  2. Student
    Jun 2009 – Jul 2019Bogota

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Occidental Asset Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$500,000 (waivable)
Firm's annual rate schedule by assets
  • Up to $200,0001.50%
  • $200,001 to $700,0001.25%
  • $700,001 to $1,200,0001.15%
  • $1,200,001 to $2,200,0001.10%

+2 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investment management, financial planning, retirement planning, tax planning, wealth accumulation, risk management, estate planning, concentrated equity solutions, and financial psychology.

Financial PlanningTax PlanningInsuranceCash Flow Planning
Firm areas of expertise
Financial Life PlanningInvestment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial PsychologyBehavioral FinanceConcentrated Equity SolutionsWealth AccumulationRisk ManagementFee-only RIA+2 more

Client types the firm serves

High Net Worth

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
12
Offices listed on AdvisorFinder:
5
Main office:
Burlingame, CA
Founded:
2001
SEC file number:
801-78516

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 23, 2026

View full firm profile

Other advisors at Occidental Asset Management, LLC

11 other advisors in the directory

View Occidental Asset Management, LLC firm profile

Similar advisors in Altamonte Springs, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Federico Santiago Londono Castillo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Federico Santiago Londono Castillo - Fees & Credentials