Rosanne Costello (CRD# 1098979) is an Investment Advisor Representative working at Captrust in San Ramon, CA and has over 40 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Capfinancial Partners Llc (captrust) | Raleigh, NC | Dec 2018 - Current | 5 |
Watermark Asset Management | San Ramon, CA | Dec 2014 - Dec 2018 | 4 |
Charles Schwab Bank | Encino, CA | Feb 2005 - Oct 2014 | 9 |
Charles Schwab & Company, Inc. | Encino, CA | Sep 1999 - Oct 2014 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1984 |
S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management714,588MILLIONS
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Total Number of Accounts76,254ACCOUNTS
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Average Account Value$9,371,153
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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