Joseph
Costa

Equitable Advisors, LLC

CRD#7304718
Investment Advisor
in Portsmouth, NH

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About this Advisor

Joseph Costa is a financial advisor operating out of Portsmouth, New Hampshire with a total of 2 years of relevant experience. Costa is an advisor for Equitable Advisors, LLC. Over the course of their career, Costa has held roles at Equitable Advisors, LLC, Pelham Parks And Recreation, Colby College and Full Time Education. Costa maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in New Hampshire. Equitable Advisors, LLC is a business based in New York, NY. It has offices in 885 locations and a total of 5,251 employees. It controls $25 billion in assets under management among its 75,222 accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advice to 177 charities and foundations. Of its 75,222 accounts, 42% are held by high-net-worth individuals who have greater than $1 million in assets. Equitable Advisors, LLC offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules vary depending on which services are offered. Fees charged by Equitable Advisors, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 International Drive Ste 340
Portsmouth, NH 03801

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

NH Average: $7,464,549,021
Total Number of Employees

5,251

NH Average: 88
Total Number of Accounts

75,222

NH Average: 3,892
Average Account Size

$326,438

NH Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Joseph Costa Work History

Joseph has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Equitable Advisors, LLC

2019 - 2020 (1 year)

Colby College

2017 - 2020 (3 years)

Pelham Parks And Recreation

2016 - 2020 (4 years)

Colby College

2010 - 2016 (6 years)

Full Time Education

*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 Costa 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 Equitable Advisors, LLC

Sean Dambaugh
Mount Pleasant, SC
Alex Osmond
Golden, CO
Stephen Curlee
Franklin, TN
William Sorrentino
Edison, NJ
Gerald Grant
Falls Church, VA
Brian Kelly
Houston, TX
Steven South
Selma, AL
Jeffrey Desmarais
Shelton, CT

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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