James D Costello
Investment adviser representative at Cerity Partners LLC
11 yearsExperience
1 stateRegistered in
$161.7BFirm assets
16 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 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
11 years in the industry.
- Cerity Partners LLCOct 2021 to now
- UnemployedJun 2021 to Sep 2021
- Bradley, Foster & SargentJan 2021 to May 2021
- Inherent GroupJun 2020 to Aug 2020
- Trinity CollegeSep 2017 to May 2021
- Full-time EducationNov 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cerity Partners LLC
$161.7BAssets managed
26,230Clients
678Advisers
16 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
- 8187256
- Firm CRD
- 151559