Gary
Costello
Truist Advisory Services, Inc
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About this Advisor
Gary Costello is a financial advisor working in Palm Beach, Florida who has 1 year of industry experience. Costello is an advisor for Truist Advisory Services, Inc. Throughout their career, Costello has worked at Park Avenue Securities LLC, Sterne Agee & Leach, Tf Asset Management, Guardian Life Insurance Co, Morgan Stanley, Morgan Stanley Private Bank, National Association, Oppenheimer & Co, Inc and Truist Advisory Services Inc. Costello maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Florida. Truist Advisory Services, Inc is a registered investment company that has its headquarters in Atlanta, GA. The investment advisory business has offices in 3,373 locations and a total of 2,842 financial advisors. It controls $53 billion in total assets between its 125,600 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 85 charities and foundations. Of its 125,600 client accounts, just 12% are held by high-net-worth clients who have at least $1 million in investable assets. Truist Advisory Services, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees for financial advice usually vary depending on the financial services. However, fees charged by Truist Advisory Services, Inc can consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$53,169,938,577
2,842
125,600
$423,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Gary Costello Work History
Gary has been registered as a financial advisor for 1 years.*
Truist Advisory Services Inc
Truist Advisory Services Inc
Oppenheimer & Co, Inc
Morgan Stanley
Morgan Stanley Private Bank, National Association
Park Avenue Securities LLC
Guardian Life Insurance Co
Sterne Agee & Leach
Tf Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gary Costello to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Truist Advisory Services, Inc
Richmond, VA
Charlotte, NC
Altamonte Springs, FL
Myrtle Beach, SC
Williamsburg, VA
Richmond, VA
Chevy Chase, MD
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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