Declan Costello (CRD# 7092888) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 2 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 4397867
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Goldman Sachs | Cohoes, NY | Jun 2021 - Current | 2 |
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 |
- NY
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Total Assets Under Management25,870MILLIONS
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Total Number of Accounts46,004ACCOUNTS
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Average Account Value$562,344
- 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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