Peter Costa (CRD# 5820707) is an Investment Advisor Representative working at Santander Securities in Flushing, NY and has over 13 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Santander Securities, LLC | Dorchester, MA | Jan 2023 - Current | 1 |
| Santander Bank, Na | Boston, MA | Apr 2018 - Current | 6 |
| Santander Securities, LLC | Dorchester, MA | Apr 2018 - Jan 2023 | 4 |
| Capital One Investing, LLC | Wilmington, DE | Jan 2017 - Apr 2018 | 1 |
| Legend Securities, Inc. | New York, NY | Dec 2010 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2010 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- NY
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Total Assets Under Management2,130MILLIONS
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Total Number of Accounts9,813ACCOUNTS
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Average Account Value$217,092
- A percentage of assets under your management
- 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)
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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