Daniel CostaCRD Number: 5499477
Current Firm: Northeast Investment Management Inc.
Daniel Costa (CRD# 5499477) is an Investment Advisor Representative working at Northeast Investment Management Inc. in Boston, MA and has 1 year of experience in the finance industry. Daniel Costa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Northeast Investment Management Inc.||Boston, MA||Aug 2003 - Current||14|
Total Assets Under Management1,323MILLIONS
Total Number of Accounts1,203ACCOUNTS
Average Account Value$1,099,543
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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