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Daniel S Costello

Tschetter Group

Bellevue, WA

CRD 5948195

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Employer firm

Tschetter Group CRD 301548

$2.39B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Tschetter Group

2155 112Th Ave Ne, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-03-29
  • WA RA
    APPROVED
    Since 2022-03-29

Branch Locations

2155 112Th Ave Ne, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
E.K. Riley Investments, Llc Seattle WA 08/2012 11/2020
Tschetter Group Bellevue WA 12/2020 Present
  • 08/2012 → 11/2020
    E.K. Riley Investments, Llc
    Seattle, WA
  • 12/2020 → Present
    Tschetter Group
    Bellevue, WA
Previous Registrations
  • 2016-11-23 → 2020-11-06
    Ek Riley Investments, Llc
    Seattle, WA
    Seattle, WA
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-22
  • S66 Uniform Combined State Law Examination
    2016-11-22

View on SEC IAPD

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