Stephen Costa
Stephen Costa is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vero Beach, FL, with 12 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
625 Beachland Boulevard, Suite 2, Vero Beach, FL, 32963
Get directionsHistory
Regulatory History
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 Activities
Stephen is writing an e-book on sales leadership for Amazon/Kindle, dedicating minimal time to it. He also works as a Relationship Manager for The Kanner Group, LLC, spending about a quarter to half of his time in this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
Fisher Investments
E*trade Capital Management, LLC
E*trade Securities LLCBroker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Flagship Harbor Advisors, LLC
LPL Financial LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Manulife Asset Management (US) LLC
John Hancock Funds, LLCBroker
State Registrations1 state
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.