Richard Matthew Costello
Investment adviser representative at Ameriprise Financial Services, LLC
24 yearsExperience
2 statesRegistered in
ChFC®Designation
$660.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Ameriprise Financial Services, LLCFeb 2025 to now
- Osaic Wealth, Inc.Jun 2024 to Feb 2025
- Securities America Advisors, Inc.Sep 2020 to Jun 2024
- Securities America, Inc.Sep 2020 to Jun 2024
- Securities Service Network, Inc.Mar 2006 to Sep 2020
- Group Insurance SolutionsJul 2002 to Feb 2025
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (DE, PA).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 2176671
- Firm CRD
- 6363