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Peter Costello

30 Years of Experience
Westfield, NJ
Broker

Peter Costello is a registered investment advisor at Wells Fargo Advisors, based in Westfield, NJ, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

50 Cardinal Drive, Suite 101, Westfield, NJ, 07090

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History

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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Other Business Activities

Peter has a 20% ownership in Hub Advisors, LLC and 100% ownership in PCC Capital Corp. These investment-related activities take minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
May 2023 - Present · 3 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2023 - Present · 3 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2002 - May 2023 · 20 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
October 2000 - May 2023 · 22 yrs 7 mos
First Union Brokerage Services, INC.Broker
May 1998 - October 2000 · 2 yrs 5 mos
Liberty Securities CorporationBroker
August 1996 - May 1998 · 1 yr 9 mos
Essex National Securities, INC.Broker
February 1996 - August 1996 · 6 mos
MML Investors Services, INC.Broker
September 1995 - February 1996 · 5 mos
Dbc Securities, INC.Broker
August 1995 - September 1995 · 1 mo
State Registrations35 states
ARAZCACOCTDEFLGAHIILINMAMDMEMNMOMTNCNDNJNMNVNYOHOKORPAPRSCTNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Peter Costello - Financial Advisor | TrueAdvisor