LC
LC

Luke Costello

19 Years of Experience
Columbus, OH
BrokerSells Insurance

Luke Costello is a registered investment advisor at Morgan Stanley, based in Columbus, OH, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

4449 Easton Way, Suite 300, Columbus, OH, 43219

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Luke is an advisor/consultant for Waypoint Benefit Solutions, LLC, focusing on growth and marketing since May 2024. He dedicates minimal time outside of business hours to quarterly strategy meetings.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
November 2006 - June 2009 · 2 yrs 7 mos
Citigroup Global Markets INC.Broker
October 2006 - June 2009 · 2 yrs 8 mos
State Registrations36 states
ALAZCACOCTDEFLGAIAILINKSKYLAMAMIMNMOMSNCNDNJNMNYOHORPASCTNTXUTVAVTWAWIWV
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.
Luke Costello - Financial Advisor | TrueAdvisor