Patrick Sewards (CRD# 5060821) is an Investment Advisor Representative working at Costello Asset Management, Inc. in Feasterville-Trevose, PA and has over 18 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Costello Asset Management, Inc. | Feasterville, PA | Feb 2024 - Current | < 1 |
| National Philanthropic Trust | Jenkintown, PA | Apr 2021 - Feb 2024 | 2 |
| Self Employed | Philadelphia, PA | Jan 2019 - Apr 2021 | 2 |
| Blackrock Investments, Inc. | New York, NY | Sep 2006 - Jan 2019 | 12 |
| Fam Distributors, Inc. | Plainsboro, NJ | Aug 2006 - Jan 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
| S63 | Uniform Securities State Law Examination | Feb 2006 |
- PA
-
Total Assets Under Management213MILLIONS
-
Total Number of Accounts690ACCOUNTS
-
Average Account Value$308,531
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
DE, FL, NJ, PA
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