Matthew Costa
Investment adviser representative at Northwestern Mutual Investment Services,LLC
6 yearsExperience
1 stateRegistered in
$0Firm assets
54 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.
Fixed or flat feeOther
Experience
6 years in the industry.
- Northwestern Mutual Investment Services, LLCNov 2021 to now
- Spencer CohenNov 2021 to now
- William RichardsonOct 2021 to now
- Matthew LeopoldSep 2021 to now
- William RichardonSep 2021 to Oct 2021
- David Lerner AssociatesNov 2020 to Sep 2021
- UnemployedAug 2020 to Oct 2020
- Charles SchwabAug 2019 to Aug 2020
- Bookmark AdvisorsMay 2017 to Aug 2017
- Indiana UniversityAug 2015 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Northwestern Mutual Investment Services,LLC
Legal name: Northwestern Mutual Investment Services, LLC
$0Assets managed
1Clients
2,130Advisers
54 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
- 7169042
- Firm CRD
- 2881