Unclaimed Profile

J Michael Costello

ENDURANCE WEALTH MANAGEMENT, INC.·PROVIDENCE, Rhode Island

Clean recordENDURANCE WEALTH MANAGEMENT, INC.

101 DYER STREET 4TH FLOOR, PROVIDENCE, RI 02903-7104CRD# 1928302Firm CRD# 148129

Profile Verification

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

Identity

J Michael Costello · PROVIDENCE, RI

Registration

CRD #1928302 · ENDURANCE WEALTH MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

J Michael Costello is a registered financial advisor based in PROVIDENCE, Rhode Island, affiliated with ENDURANCE WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ENDURANCE WEALTH MANAGEMENT, INC.

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ENDURANCE WEALTH MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Other: 1 NON-DISCRETIONARY ACCOUNT

Regulatory

SEC/IARD CRD# 1928302

Firm CRD# 148129

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Frequently Asked Questions

What services does J Michael Costello offer?

J Michael Costello specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PROVIDENCE, Rhode Island for a consultation.

What are J Michael Costello's credentials?

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

Where is J Michael Costello located?

J Michael Costello is based in PROVIDENCE, Rhode Island, working with ENDURANCE WEALTH MANAGEMENT, INC.. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.

How does J Michael Costello charge for services?

J Michael Costello's firm is compensated through percentage of aum, other: 1 non-discretionary account. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ENDURANCE WEALTH MANAGEMENT, INC.?

ENDURANCE WEALTH MANAGEMENT, INC. has approximately 9 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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