Unclaimed Profile

J Michael Costello

ENDURANCE WEALTH MANAGEMENT, INC.·PROVIDENCE, Rhode Island

Series 7, Series 65Clean record28 years registeredENDURANCE 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. · 28 years registered

Brand Profile

Not yet started

Career History

CRESTWOOD ADVISORS

Mar 2025 – present

CRESTWOOD ADVISORS

Sep 2023 – Jan 2025

Providence, RI

ENDURANCE WEALTH MANAGEMENT, INC.

Oct 2012 – Oct 2023

PROVIDENCE, RI

BALDWIN BROTHERS INC

Sep 1997 – Jul 2009

PROVIDENCE, RI

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · September 29, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ENDURANCE WEALTH MANAGEMENT, INC.

CRD 148129 · SEC 801-70077

AUM

$1.0B

Regulatory assets under management

Employees

778 client accounts

Services offered by ENDURANCE WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ENDURANCE WEALTH MANAGEMENT, INC. →

Introduction

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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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