Jeffrey
Costello
Prosperity Capital Advisors
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About this Advisor
Jeffrey Costello is a financial advisor based in Berkeley Heights, New Jersey, working with Prosperity Capital Advisors. Jeffrey has previously held positions at Mml Investors Services, Inc, Massmutual Life Insurance Company, M Holdings Securities, Inc, Oneteam Financial, LLC, and C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Jeffrey is part of Prosperity Capital Advisors, which operates out of Berkeley Heights, New Jersey. The firm has 37 offices and 202 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Prosperity Capital Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prosperity Capital Advisors Brokerage Details
$2,245,308,171
202
9,396
$238,964
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
- Educational seminars/workshops
Jeffrey Costello Work History
C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors
M Holdings Securities, Inc
Oneteam Financial, LLC
Mml Investors Services, Inc
Massmutual Life Insurance Company
Disclosures
Please visit the SEC profile of Jeffrey 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 Prosperity Capital Advisors
Westlake, OH
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Edwardsville, IL
Westlake, OH
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