David Costigan, financial advisor Boston MA
96 score

David Costigan

CRD Number: 3097323
Current Firm: Penobscot Investment Management Company, Inc.

David Costigan (CRD# 3097323) is an Investment Advisor Representative working at Penobscot Investment Management Company, Inc. in Boston, MA and has over 19 years of experience in the finance industry. David Costigan 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.

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Professional Designations
Company Name Location Dates Years
Penobscot Investment Management Company, Inc. Boston, MA Sep 2017 - Current < 1
Bp Wealth Management, LLC Boston, MA Oct 2014 - Jun 2017 2
Banyan Partners, LLC Palm Beach Gardens, FL May 2010 - Oct 2014 4
Mai Wealth Advisors, LLC Cleveland, OH Aug 2009 - May 2010 < 1
The Colony Group, LLC Boston, MA Jan 2004 - Aug 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 1998
Contact Info for David J. Costigan
Phone Number: 617-227-3111
Firm Website: http://www.pimboston.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    369
    MILLIONS
  • Total Number of Accounts
    360
    ACCOUNTS
  • Average Account Value
    $1,026,388
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

MA, ME, NH, NY, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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