Mia Costarella is a registered investment advisor, based in Chicago, IL, with 37 years of industry experience.
Location
1 N Wacker Dr, Chicago, IL, 60606
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Mia works as a Private Wealth Registered CA for The Chase Group Wealth Management, LLC, a fee-only RIA, providing investment advice. This activity takes nearly full-time.
Employment History
Current Registrations
Newedge Securities, LLCBroker
August 2025 - Present · 11 mos
New Edge Wealth
August 2025 - Present · 11 mos
Previous Registrations
Wells Fargo Advisors
July 2016 - August 2025 · 9 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
July 2016 - August 2025 · 9 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
March 2007 - July 2016 · 9 yrs 4 mos
Wells Fargo Advisors Financial Network, LLC
March 2007 - July 2016 · 9 yrs 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 1998 - September 2005 · 7 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1987 - September 2005 · 18 yrs
State Registrations24 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.