Unclaimed Profile

Robert Costello

TRANSAMERICA FINANCIAL ADVISORS, INC.·ST PETERSBURG, Florida

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65, Series 99TOClean record10 years registeredTRANSAMERICA FINANCIAL ADVISORS, INC.

570 CARILLON PARKWAY, ST PETERSBURG, FL 33716-1202CRD# 1349716Firm CRD# 16164

Profile Verification

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

Identity

Robert Costello · ST PETERSBURG, FL

Registration

CRD #1349716 · TRANSAMERICA FINANCIAL ADVISORS, INC. · 10 years registered

Brand Profile

Not yet started

Career History

TRANSAMERICA FINANCIAL ADVISORS, LLC

Jul 2024 – present

GROVE POINT ADVISORS, LLC

Apr 2021 – Jul 2024

ROCKVILLE, MD

H. BECK, INC.

Jan 2020 – Apr 2021

Rockville, MD

PRUDENTIAL CUSTOMER SOLUTIONS LLC

Aug 2019 – Oct 2019

Newark, NJ

PRUDENTIAL FINANCIAL PLANNING SERVICES

Mar 2018 – Aug 2019

NEWARK, NJ

SAGEPOINT FINANCIAL, INC.

Jan 2016 – Dec 2017

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Series 99TO

Registration record

First registered · January 15, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD 16164 · SEC 801-38618

AUM

$1.6B

Regulatory assets under management

Employees

1,127

45,001 client accounts

Services offered by TRANSAMERICA FINANCIAL ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TRANSAMERICA FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Costello offer?

Robert Costello specializes in Investment Management, Fee-Only Advisory. Contact their office in ST PETERSBURG, Florida for a consultation.

What are Robert Costello's credentials?

Robert Costello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Costello located?

Robert Costello is based in ST PETERSBURG, Florida, working with TRANSAMERICA FINANCIAL ADVISORS, INC.. Their office serves clients in the ST PETERSBURG metropolitan area and surrounding communities.

How does Robert Costello charge for services?

Robert Costello's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRANSAMERICA FINANCIAL ADVISORS, INC.?

TRANSAMERICA FINANCIAL ADVISORS, INC. has approximately 1127 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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