Unclaimed Profile

David John Costigan

SLATESTONE WEALTH LLC·JUPITER, Florida

Series 7, Series 66Clean record20 years registeredSLATESTONE WEALTH LLC

4495 MILITARY TRAIL, JUPITER, FL 33458CRD# 3097323Firm CRD# 286669

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David John Costigan · JUPITER, FL

Registration

CRD #3097323 · SLATESTONE WEALTH LLC · 20 years registered

Brand Profile

Not yet started

Career History

CW ADVISORS, LLC

Nov 2020 – present

CONGRESS WEALTH MANAGEMENT LLC

Sep 2020 – Dec 2020

BOSTON, MA

SLATESTONE PRIVATE CLIENT

Jun 2019 – Mar 2020

Lynnfield, MA

SLATESTONE WEALTH LLC

Oct 2018 – Sep 2020

LYNNFIELD, MA

PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.

Sep 2017 – May 2018

BOSTON, MA

BOSTON PRIVATE WEALTH

Nov 2014 – Jun 2017

BOSTON, MA

BANYAN PARTNERS, LLC

Aug 2010 – Nov 2014

BOSTON, MA

MAI WEALTH ADVISORS LLC

Sep 2009 – May 2010

LYNNFIELD, MA

THE COLONY GROUP OF NAPLES, LLC

May 2006 – Aug 2009

BOSTON, MA

THE COLONY GROUP, LLC

Feb 2006 – Aug 2009

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · February 17, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SLATESTONE WEALTH LLC

CRD 286669 · SEC 801-110003

AUM

$1.4B

Regulatory assets under management

Employees

1,426 client accounts

Services offered by SLATESTONE WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SLATESTONE WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does David John Costigan offer?

David John Costigan specializes in Financial Planning, Investment Management. Contact their office in JUPITER, Florida for a consultation.

What are David John Costigan's credentials?

David John Costigan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David John Costigan located?

David John Costigan is based in JUPITER, Florida, working with SLATESTONE WEALTH LLC. Their office serves clients in the JUPITER metropolitan area and surrounding communities.

How does David John Costigan charge for services?

David John Costigan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SLATESTONE WEALTH LLC?

SLATESTONE WEALTH LLC has approximately 29 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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