Thomas Edward Costello
Investment adviser representative at Captrust
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2TFirm assets
Are you Thomas Edward Costello? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
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
16 years in the industry.
- CaptrustMar 2025 to now
- Capfinancial Partners, LLC. (captrust)Feb 2025 to now
- Wells Fargo Clearing Services, LLCJan 2023 to Jan 2025
- Charles Schwab & Co., Inc.May 2020 to Jan 2023
- Charles Schwab Bank, SsbMay 2020 to Jan 2023
- USAA Investment Management CompanyJan 2018 to May 2020
- USAA Financial Advisors, IncFeb 2010 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (GA).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 5050664
- Firm CRD
- 175112