Preakness Retirement Advisors, LLC

Preakness Retirement Advisors, LLC (CRD# 133811) is a financial advisory firm headquartered in Midland Park, NJ. They manage $15,713,242 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 69, Midland Park, NJ 07432
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $1,964,155
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Preakness Retirement Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Martin Costello, financial advisor Verona NJ
Martin J. Costello
CRD#: 1453788
C/o A.j. Graziano, Esq, 155 Pompton Ave, Verona, NJ 07044

Martin Costello (CRD# 1453788) is an Investment Advisor Representative working at Preakness Retirement Advisors, LLC in Verona, NJ and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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