William Costin is a registered investment advisor, based in Bryn Mawr, PA, with 18 years of industry experience.
Location
925 W. Lancaster Avenue, Suite 220, Bryn Mawr, PA, 19010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is the owner and director of content for Dakotalive, a growth platform for active investment managers, dedicating about 10-20% of his time. He also owns Dakota Insights, an educational conference series, spending minimal time on it.
Employment History
Current Registrations
Vigilant Distributors, LLC
Vigilant Distributors, LLCBroker
Dakota Investments, LLC
Previous Registrations
Grandfund Investment Group, LLCBroker
Cresap, INC.Broker
Cole Capital CorporationBroker
Professional Funds Distributor, LLCBroker
Pfpc Distributors, INC.Broker
Turner Investment Distributors, INC.Broker
State Registrations53 states
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