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Cheryl Lynne Costa

CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC·MORRISTOWN, New Jersey
Unclaimed Profile
20 COMMUNITY PLACE, MORRISTOWN, NJ 07960CRD# 2124335Firm CRD# 172454
01

About

Cheryl Lynne Costa is a registered financial advisor based in MORRISTOWN, New Jersey, affiliated with CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Retirement Planning
Client Types
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC
CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC
AUM
$67M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC →
Services
Financial planning
Pension consulting
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Performance-based fees
Other: CONSULTING FEES
Regulatory
SEC/IARD CRD# 2124335
Firm CRD# 172454
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cheryl Lynne Costa offer?
Cheryl Lynne Costa specializes in Financial Planning, Retirement Planning. Contact their office in MORRISTOWN, New Jersey for a consultation.
What are Cheryl Lynne Costa's credentials?
Cheryl Lynne Costa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cheryl Lynne Costa located?
Cheryl Lynne Costa is based in MORRISTOWN, New Jersey, working with CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC. Their office serves clients in the MORRISTOWN metropolitan area and surrounding communities.
How does Cheryl Lynne Costa charge for services?
Cheryl Lynne Costa's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC?
CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC is a registered investment adviser with the SEC, managing $67M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in New Jersey
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City Guides
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Research
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