Matthew Costa

Employer firm

Northwestern Mutual Investment Services, LLC CRD 2881

1 advisory clients

Reported services (Item 5G)

• INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 08/2018
  167 Mulberry Street Llc
  New York, NY
• 05/2017 → 08/2017
  Bookmark Advisors
  Syosset, NY
• 11/2020 → 09/2021
  David Lerner Associates
  Syosset, NY
• 08/2020 → 10/2020
  Unemployed
  Syosset, NY
• 08/2019 → 08/2020
  Charles Schwab
  Westlake, TX
• 08/2015 → 08/2019
  Indiana University
  Bloomington, IN
• 09/2021 → 10/2021
  Matthew Leopold
  New York, NY
• 09/2021 → 10/2021
  William Richardon
  New York, NY
• 10/2021 → Present
  Matthew Leopold
  New York, NY
• 10/2021 → Present
  William Richardson
  New York, NY
• 11/2021 → Present
  Northwestern Mutual Investment Services Llc
  New York, NY
• 11/2021 → Present
  Spencer Cohen
  New York, NY

Previous Registrations

• 2020-05-22 → 2020-08-05
  Charles Schwab & Co., Inc.
  Fort Worth, TX
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-05-22

Other Names

• Matt Costa
• Matthew James Costa
• Matthew Costa
• Matt Costa