Joseph
Costello
Commerce Brokerage Services, Inc
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About this Advisor
Joseph Costello is a financial advisor operating out of Saint Louis, Missouri who has 15 years of industry experience. Costello currently works for Commerce Brokerage Services, Inc. During their career, the advisor has held roles at Commerce Brokerage Services, Inc and Commerce Bank. Costello has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Missouri and Texas. Commerce Brokerage Services, Inc is a company that has its headquarters in Saint Louis, MO. The company has offices in 33 locations and a total of 37 advisors. It manages $650 million in total assets across its 3,570 customer accounts, making it one of the bigger firms in the United States by assets under management. The firm provides financial advice to nine charities and foundations. Of its 3,570 client accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets. Commerce Brokerage Services, Inc provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees largely depend on which services the firm provides the client. However, fees charged by Commerce Brokerage Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commerce Brokerage Services, Inc Brokerage Details
$650,363,405
37
3,570
$182,175
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Joseph Costello Work History
Joseph has been registered as a financial advisor for 15 years.*
Commerce Brokerage Services, Inc
Commerce Bank
*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 Joseph 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 Commerce Brokerage Services, Inc
Kansas City, MO
Springfield, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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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