James Costabile, financial advisor New York NY

James Costabile

CRD Number: 2909535
Current Firm: Morgan Stanley Investment Management Inc.

James Costabile (CRD# 2909535) is an Investment Advisor Representative working at Morgan Stanley Investment Management Inc. in New York, NY and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Eaton Vance Distributors, Inc. New York, NY Jan 2022 - Current < 1
Morgan Stanley Distribution, Inc. New York, NY Nov 2017 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Jul 2007 - Nov 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1997
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for James L. Costabile
Phone Number: 212-761-4000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    632,629
    MILLIONS
  • Total Number of Accounts
    27,687
    ACCOUNTS
  • Average Account Value
    $22,849,307
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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