Michael Waters Costa

Current Employers

Nextstep Portfolios Llc

Swampscott, MA • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2022-04-20

MA RA
APPROVED

Since 2022-04-20

Branch Locations

Swampscott, MA • 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

Organization	City	State	From	To
Kpf Global	Kensington	NH	08/2018	04/2021
Fidelity International	Boston	MA	09/2013	08/2018
Harvest Wealth Management	Needham	MA	05/2021	Present
Paladin Advisors	Kensington	NH	09/2018	01/2021
Nextstep Portfolios Llc	Swampscott	MA	01/2022	Present
Commonwealth Financial Network	Waltham	MA	05/2021	Present

08/2018 → 04/2021

Kpf Global

Kensington, NH
09/2013 → 08/2018

Fidelity International

Boston, MA
05/2021 → Present

Harvest Wealth Management

Needham, MA
09/2018 → 01/2021

Paladin Advisors

Kensington, NH
01/2022 → Present

Nextstep Portfolios Llc

Swampscott, MA
05/2021 → Present

Commonwealth Financial Network

Waltham, MA

Previous Registrations

2021-05-24 → 2022-07-12

Commonwealth Financial Network

Needham, MA
2018-09-14 → 2021-04-21

Paladin Advisors, Llc

Kensington, NH

Other Businesses

1. 1099 Contractor with Harvest Wealth Management; Chief Investment Officer. 2. Member of advisory board of a small registered non-profit, Lumiere Health International. This is a non-executive, uncompensated, volunteer position with no investment related responsibilities.

Designations

View on SEC IAPD