Declan CostelloCRD Number: 7092888
Current Firm: Goldman Sachs Ayco Personal Financial Management
Declan Costello (CRD# 7092888) is an Investment Advisor Representative working at Goldman Sachs Ayco Personal Financial Management in Cohoes, NY and has 1 year of experience in the finance industry.
Lpl Financial LLC
Goldman Sachs Ayco Personal Financial Management
Commonwealth Financial Network
|Goldman Sachs||Cohoes, NY||Jun 2021 - Current||< 1|
|Empire Wealth Strategies||New York, NY||Oct 2020 - Mar 2021||< 1|
|Northwestern Mutual||Poughkeepsie, NY||May 2019 - Oct 2020||1|
|Full Time Education||New Paltz, NY||Aug 2016 - May 2020||3|
|Full Time Education||Beacon, NY||Sep 2011 - Jun 2016||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management31,819MILLIONS
Total Number of Accounts64,043ACCOUNTS
Average Account Value$496,833
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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