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John Costello

Raymond James & Associates, Inc.

New York, NY

Holmdel, NJ

CRD 6982474

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-11-25
NY RA APPROVED 2023-02-28
  • NJ RA
    APPROVED
    Since 2024-11-25
  • NY RA
    APPROVED
    Since 2023-02-28

Branch Locations

320 Park Avenue Fl 9, New York, NY 10022 • United States

Holmdel, NJ • 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
Worden Capital Management Llc Rockville Ctre. NY 06/2018 08/2018
State Farm Great Neck NY 05/2017 08/2017
Hofstra University Hempsted NY 09/2015 05/2019
Raymond James & Associates New York NY 11/2019 Present
Unemployed New York NY 06/2019 10/2019
  • 06/2018 → 08/2018
    Worden Capital Management Llc
    Rockville Ctre., NY
  • 05/2017 → 08/2017
    State Farm
    Great Neck, NY
  • 09/2015 → 05/2019
    Hofstra University
    Hempsted, NY
  • 11/2019 → Present
    Raymond James & Associates
    New York, NY
  • 06/2019 → 10/2019
    Unemployed
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-25
  • S66 Uniform Combined State Law Examination
    2023-02-25

View on SEC IAPD

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