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Gregory Costello

28 Years of Experience
Chattanooga, TN
Broker

Gregory Costello is a registered investment advisor at Raymond James & Associates, INC., based in Chattanooga, TN, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

537 Market Street, Ste. 105, 1st & 3rd Floors, Chattanooga, TN, 37402

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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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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
March 2022 - Present · 4 yrs 6 mos
Raymond James & Associates, INC.
March 2022 - Present · 4 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2015 - March 2022 · 6 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
May 2015 - March 2022 · 6 yrs 10 mos
Suntrust Investment Services, INC.
August 2014 - May 2015 · 9 mos
Suntrust Investment Services, INC.Broker
August 2014 - May 2015 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 1997 - August 2014 · 16 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1997 - August 2014 · 17 yrs
State Registrations47 states
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AdvisorBrokerBoth

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