Larissa Jane Costello

Employer firm

Ethos Financial Group, LLC CRD 321748

$2.14B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of 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

• 09/2013 → 08/2018
  Ameriprise Financial Services, Inc.
  Annapolis, MD
• 09/2018 → 03/2020
  Raymond James Financial Services, Inc.
  Grasonville, MD
• 12/2018 → 03/2020
  Raymond James Financial Services Advisors Inc.
  Grasonville, MD
• 04/2020 → 09/2023
  Coastal Equities, Inc.
  Wilmington, DE
• 04/2020 → 09/2023
  Coastal Investment Advisors
  Wilmington, DE
• 09/2023 → 07/2026
  J. Alden Associates, Inc.
  Wayne, PA
• 09/2023 → 07/2026
  Alden Investment Advisors, Llc
  Wayne, PA
• 07/2026 → Present
  Ethos Financial Group
  King Of Prussia, PA

Previous Registrations

• 2023-09-12 → 2026-07-03
  Alden Investment Group
  Wayne, PA
  Queenstown, MD
• 2020-04-17 → 2023-09-12
  Realta Investment Advisors, Inc
  Wilmington, DE
  Queenstown, MD
  Queenstown, MD
• 2018-12-11 → 2020-03-24
  Raymond James Financial Services Advisors, Inc
  Chestertown, MD
  Grasonville, MD

Other Businesses

1) FIXED AND LIFE INSURANCE SALES AND SERVICES; INSURANCE AGENT; COMMISSIONS/TRAILS COMPENSATION; 5 HOURS PER WEEK DURING NORMAL BUSINESS HOURS. 2) I have formed an LLC with my husband and 3 children (Protea Ventures, LLC) established in Texas. Each of the 5 members holds 20% of the LLC. The primary purpose of this LLC is to purchase an investment property in Waco.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-11
• S66 Uniform Combined State Law Examination
  2015-02-24

Other Names

• Larissa Jane Benard