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KC
KC

Kelly Pettit Costello

Waldron Private Wealth
21 Years of Experience
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Waldron Private Wealth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
455 clients
Average Client Portfolio
$9.9M average
Assets Under Management
$4.5B

Fee Structure

Location

177 N. Main Street, Suite 200, Plymouth, MI, 48170

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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
Waldron Private Wealth
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Raymond James & Associates, INC.Broker
March 2017 - January 2024 · 6 yrs 10 mos
Raymond James & Associates, INC.
March 2017 - January 2024 · 6 yrs 10 mos
Wells Fargo Clearing Services, LLC
March 2012 - March 2017 · 5 yrs
Wells Fargo Clearing Services, LLCBroker
March 2012 - March 2017 · 5 yrs
Neuberger Berman LLC
March 2008 - March 2010 · 2 yrs
Neuberger Berman LLCBroker
March 2008 - March 2010 · 2 yrs
New England Securities Corporation
March 2007 - March 2008 · 1 yr
New England SecuritiesBroker
October 2006 - March 2008 · 1 yr 5 mos
Pershing Advisor Solutions LLCBroker
September 2005 - July 2006 · 10 mos
Pershing LLCBroker
March 2005 - September 2005 · 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 2004 - March 2005 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2002 - March 2005 · 2 yrs 11 mos
First Montauk Securities CORP.Broker
October 2001 - March 2002 · 5 mos
State Registrations3 states
MIPATX
Advisor
Exams
No exam information available for this advisor.