Santo Costa

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-04-30
TX	RA	APPROVED	2022-03-29
NJ	RA	APPROVED	2022-03-07

Branch Locations

101 West Ave, Jenkintown, PA 19046 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	05/2021	Present
Burn The Floor	Sydeny		11/2011	11/2019
Unemployed Pending Us Work Permit	Hamilton	NJ	11/2019	07/2020
Tink Construction Llc	Hamilton	NJ	07/2020	11/2020
Dme Capital	Old Bridge	NJ	11/2020	05/2021

05/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
11/2011 → 11/2019

Burn The Floor

Sydeny
11/2019 → 07/2020

Unemployed Pending Us Work Permit

Hamilton, NJ
07/2020 → 11/2020

Tink Construction Llc

Hamilton, NJ
11/2020 → 05/2021

Dme Capital

Old Bridge, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-03-04