Matthew Costa (CRD# 5596516) is an Investment Advisor Representative working at Foundation Wealth & Tax Advisors, LLC in Annapolis, MD and has 1 year of experience in the finance industry. Matthew 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.
CRD# 2185673
Cornerstone Advisory
CRD# 4449737
Morgan Stanley
CRD# 2465262
Cambridge Investment Research Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Foundation Wealth & Tax Advisors, LLC | Edgewater, MD | Sep 2021 - Current | 2 |
Mrc Financial Services LLC | Edgewater, MD | Dec 2017 - Current | 6 |
Rcn And Associates LLC | Edgewater, MD | Nov 2017 - Current | 6 |
Bestgate Wealth Advisors, LLC | Edgewater, MD | Apr 2019 - Oct 2022 | 3 |
Park Avenue Securities, LLC | Bethesda, MD | Mar 2019 - Apr 2019 | < 1 |
Surepath Wealth Management | Frederick, MD | May 2018 - Jun 2018 | < 1 |
Court Place Advisors, LLC | Ellicott City, MD | Jan 2018 - May 2018 | < 1 |
Rsm Us LLP | Charlotte, NC | Oct 2011 - Oct 2017 | 6 |
- MD
- NC
- SC
- VA
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Total Assets Under Management37MILLIONS
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Total Number of Accounts189ACCOUNTS
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Average Account Value$197,618
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
MD, NC, SC, VA
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