Thomas Michael Costello

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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:

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

Current Employers

Employment History

• 07/2007 → 01/2024
  Woodbury Financial
  Atlanta, GA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Atlanta, GA

Previous Registrations

• 2007-07-13 → 2024-01-19
  Woodbury Financial Services, Inc.
  Atlanta, GA
  Canton, GA
  Atlanta, GA
• 2006-01-25 → 2007-07-09
  First Montauk Securities Corp.
  Atlanta, GA
  Atlanta, GA
  Red Bank, NJ

Other Businesses

1. CKM CAPITAL GROUP; INV REL; ONE RAVINIA DR STE#1110, ATLANTA, GA 30346; FIXED ANNUITY AND INSURANCE PRODUCTS; MANAGING PARTNER; SINCE 07/10/2007; 10 HRS/MO, 10 HRS/MO DURING TRADING; SELL AND SERVICE INSURANCE PRODUCTS. 2. CKM CAPITAL POSITION: Managing Partner NATURE: Securities and Insurance Co. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/02/2007 ADDRESS: One Ravinia Drive, Suite 1110, Atlanta GA 30346, United States DESCRIPTION: Managing Partner of a securities related firm. 3. POWER OF ATTORNEY POSITION: Power of Attorney NATURE: Power of attorney for mother-Margery J Costello INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/17/2021 ADDRESS: 7455 Brandonshire Road, Atlanta GA 30350, United States DESCRIPTION: Power of attorney for Mother-Margery JCostello

Exams

• S66 Uniform Combined State Law Examination
  2005-04-26
• S63 Uniform Securities Agent State Law Examination
  1984-04-04

Other Names

• Mike Costello
• Michael Thomas Costello
• T Michael Costello