Ashley Candace Costello
Investment adviser representative at Mariner
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$125.4BFirm assets
Are you Ashley Candace 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 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
13 years in the industry.
- MarinerMay 2025 to now
- Sequoia Financial Group, LLC.Jan 2024 to May 2025
- Sequoia Financial Group, LLC.Jan 2022 to Dec 2023
- Financial Planners of Cleveland dba Nca Financial PlannersAug 2018 to Jan 2022
- Royal AllianceAug 2018 to Jan 2022
- Royal Alliance Associates, Inc.Jun 2014 to Jun 2018
- Financial Planners of Cleveland dba Nca Financial PlannersNov 2013 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (OH).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 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
- 6269723
- Firm CRD
- 140195