Robert Francis Costello
Investment adviser representative at Costello Asset Management, Inc.
27 yearsExperience
2 statesRegistered in
$388.5MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
27 years in the industry.
- Costello Asset Management, Inc.May 1999 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Costello Asset Management, Inc.
$388.5MAssets managed
390Clients
2Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2145188
- Firm CRD
- 123249