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Robert Francis Costello

COSTELLO ASSET MANAGEMENT, INC.·FEASTERVILLE, Pennsylvania
Series 2, Series 7, Series 63, Series 65Clean record27 years registeredCOSTELLO ASSET MANAGEMENT, INC.
1234 BRIDGETOWN PIKE SUITE 210, FEASTERVILLE, PA 19053CRD# 2145188Firm CRD# 123249

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Francis Costello · FEASTERVILLE, PA
Registration
CRD #2145188 · COSTELLO ASSET MANAGEMENT, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

COSTELLO ASSET MANAGEMENT, INC.
May 1999 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 7
Series 63
Series 65
Registration record
First registered · May 5, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COSTELLO ASSET MANAGEMENT, INC.
CRD 123249 · SEC 801-106905
AUM
$213M
Regulatory assets under management
Employees
3
690 client accounts
Services offered by COSTELLO ASSET MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at COSTELLO ASSET MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Robert Francis Costello offer?
Robert Francis Costello specializes in Investment Management. Contact their office in FEASTERVILLE, Pennsylvania for a consultation.
What are Robert Francis Costello's credentials?
Robert Francis Costello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Francis Costello located?
Robert Francis Costello is based in FEASTERVILLE, Pennsylvania, working with COSTELLO ASSET MANAGEMENT, INC.. Their office serves clients in the FEASTERVILLE metropolitan area and surrounding communities.
How does Robert Francis Costello charge for services?
Robert Francis Costello'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 COSTELLO ASSET MANAGEMENT, INC.?
COSTELLO ASSET MANAGEMENT, INC. has approximately 3 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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