Eric Costello
Eric Costello is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Aptos, CA, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9057 Soquel Drive, Building B, Suite D,, Aptos, CA, 95003
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
May 2013Criminal
January 2010Other Business Activities
Eric is the owner/manager of Costello Wealth Strategies Inc. and spends minimal time on this. He also owns rental real estate properties and has a personal investment in Integrity Wines, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations15 states
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