Luke Isaac Costello

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Columbus, OH
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2006-11-09 → 2009-06-01
  Citigroup Global Markets Inc.
  Columbus, OH

Other Businesses

*590245 - Waypoint Benefit Solutions, LLC.; Investment related-No; Dublin, Ohio; Consulting, Insurance; Growth / Marketing - Advisor/Consultant (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 2; Quarterly Strategy Meetings (advisory/consultative)

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-13
• S63 Uniform Securities Agent State Law Examination
  2006-11-17

Other Names

• Luke I Costello