Bridget Costello
CRD Number: 5819859Current Firm: Kayne Anderson Rudnick Investment Management, LLC
Bridget Costello (CRD# 5819859) is an Investment Advisor Representative working at Kayne Anderson Rudnick Investment Management, LLC in Los Angeles, CA and has over 12 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Vp Distributors LLC | Los Angeles, CA | Oct 2015 - Current | 8 |
Kayne Anderson Rudnick Investment Management | Los Angeles, CA | Aug 2015 - Current | 8 |
Onewest Bank | Beverly Hills, CA | Oct 2014 - Aug 2015 | < 1 |
Td Ameritrade | Beverly Hills, CA | Jun 2014 - Oct 2014 | < 1 |
Unemployed | Santa Monica, CA | Sep 2013 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2011 |
S63 | Uniform Securities State Law Examination | Aug 2014 |
- CA
-
Total Assets Under Management41,186MILLIONS
-
Total Number of Accounts28,081ACCOUNTS
-
Average Account Value$1,466,696
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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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