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Martin J Costello

Preakness Retirement Advisors, LLC

Verona, NJ

CRD 1453788

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Employer firm

Preakness Retirement Advisors, LLC CRD 133811

$18.2M regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Preakness Retirement Advisors, Llc

Wyckoff, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2005-01-18
  • NJ RA
    APPROVED
    Since 2005-01-18

Branch Locations

C/O A.J. Graziano, Esq 155 Pompton Ave, Verona, NJ 07044 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aura Financial Services, Inc. Birmingham AL 03/2005 Present
  • 03/2005 → Present
    Aura Financial Services, Inc.
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-06-28
S63 Uniform Securities Agent State Law Examination 1986-02-25
  • S65 Uniform Investment Adviser Law Examination
    1995-06-28
  • S63 Uniform Securities Agent State Law Examination
    1986-02-25
Other Names
  • Jr Martin J Costello

View on SEC IAPD

Nearby Firms

MAKROD INVESTMENT ASSOCIATES INC
STATE FARM INVESTMENT MANAGEMENT CORP.
VISCONTI & ASSOCIATES, A FINANCIAL SERVICES LLC

Nearby Investors

KATHRYN ROSE O'DONNELL
Ernest John Volkmann
JOHN THOMAS O'DONNELL

Nearby Offices

MAKROD INVESTMENT ASSOCIATES INC · VERONA, NJ
STATE FARM INVESTMENT MANAGEMENT CORP. · Cedar Grove, NJ
VISCONTI & ASSOCIATES, A FINANCIAL SERVICES LLC · VERONA, NJ

More in Verona, NJ

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