Kelly Pettit Costello
Investment adviser representative at Waldron Private Wealth
14 yearsExperience
3 statesRegistered in
$5.5BFirm assets
13 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 assetsHourlyFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Waldron Private Wealth, LLCJan 2024 to now
- Raymond James & Associates, Inc.Mar 2017 to Jan 2024
- Wells Fargo Clearing Services, LLCNov 2016 to Mar 2017
- Wells Fargo AdvisorsMar 2012 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 3 states (MI, PA, TX).
Waldron Private Wealth
Legal name: Waldron Private Wealth, LLC
$5.5BAssets managed
517Clients
42Advisers
13 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
- 4425375
- Firm CRD
- 131063