Eric James Costello

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 05/2013 → Present
  Raymond James Financial Services, Inc.
  Aptos, CA
• 06/2013 → Present
  Raymond James Financial Services Advisors Inc.
  Aptos, CA
• 09/2007 → 09/2016
  N/A
  Watsonville, CA

Previous Registrations

• 2007-05-02 → 2013-05-31
  Edward Jones
  Aptos, CA

Other Businesses

(1)Name of Business: Costello Wealth Strategies Inc. Address: 9057 Soquel Dr Bldg B Ste D, Aptos, CA, 95003, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner/Manager (2)Name of Business: Crescent City Rental Home Address: 3498 Soquel San Jose Rd., Soquel, CA, 95073, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/10/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: landlord duties as associated with my single family residence rental property located in Crescent City, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-30
• S63 Uniform Securities Agent State Law Examination
  1999-04-07

Other Names

• Eric J Costello