Gary
Costello

Truist Advisory Services, Inc

CRD#6117388
Investment Advisor
in Palm Beach, FL

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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

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

125 Worth Ave
Palm Beach, FL 33480

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

FL Average: $3,570,121,308
Total Number of Employees

2,842

FL Average: 58
Total Number of Accounts

125,600

FL Average: 1,608
Average Account Size

$423,328

FL Average: $2,220,225

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.*

2022 - Present (2 years)

Truist Advisory Services Inc

2022 - Present (2 years)

Truist Advisory Services Inc

2019 - 2022 (3 years)

Oppenheimer & Co, Inc

2016 - 2019 (3 years)

Morgan Stanley

2016 - 2019 (3 years)

Morgan Stanley Private Bank, National Association

2015 - 2016 (1 year)

Park Avenue Securities LLC

2014 - 2016 (2 years)

Guardian Life Insurance Co

2013 - 2014 (1 year)

Sterne Agee & Leach

2013 - 2013 (< 1 year)

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

Megan Childress
Richmond, VA
Timothy Mann
Charlotte, NC
Michael Nagy
Altamonte Springs, FL
Staci Goins
Myrtle Beach, SC
Bridget Doane
Williamsburg, VA
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Pedro Paulo Lourenco
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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