William CostelloCRD Number: 1423777
Current Firm: Mml Investors Services, LLC
William Costello (CRD# 1423777) is an Investment Advisor Representative working at Mml Investors Services, LLC in Rochester, NY and has over 30 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Mass Mutual||Rochester, NY||May 2006 - Current||10|
|Mml Investors Services Inc.||Rochester, NY||May 2006 - Current||10|
|Axa Distributors, LLC||New York, NY||Jan 2005 - May 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1985|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management666MILLIONS
Total Number of Accounts3,874ACCOUNTS
Average Account Value$171,955
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV