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Joseph Bernard Costa

Equitable Advisors, LLC

Wellesley, MA

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-04-20
  • NH RA
    APPROVED
    Since 2026-04-20

Branch Locations

93 Worcester Street, Suite 103, Wellesley, MA 02481 • 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
Equitable Advisors, Llc New York NY 10/2020 Present
Pelham Parks And Recreation Pelham NH 05/2017 11/2020
Colby College Waterville ME 01/2019 03/2020
Colby College Waterville ME 08/2016 05/2020
  • 10/2020 → Present
    Equitable Advisors, Llc
    New York, NY
  • 05/2017 → 11/2020
    Pelham Parks And Recreation
    Pelham, NH
  • 01/2019 → 03/2020
    Colby College
    Waterville, ME
  • 08/2016 → 05/2020
    Colby College
    Waterville, ME
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-01
  • S66 Uniform Combined State Law Examination
    2021-02-01

View on SEC IAPD

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PRAN NATH TIKU
EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
MORGAN STANLEY · Wellesley, MA
SLC MANAGEMENT · WELLESLEY HILLS, MA

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