Brendon Paul Costa

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 03/2005 → 01/2025
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger)
  Pittsburgh, PA
• 10/2015 → 01/2025
  Hb Retirement
  Pittsburgh, PA
• 03/2017 → 01/2025
  Global Retirement Partners, Llc
  Pittsburgh, CA
• 01/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2017-03-31 → 2024-09-10
  Global Retirement Partners Llc
  Pittsburgh, PA
  San Rafael, CA
• 2005-03-28 → 2017-07-17
  Lpl Financial Llc
  Pittsburgh, PA
  Pittsburgh, PA
  Evans City, PA
  Evans City, PA
• 2003-09-29 → 2005-03-23
  Ameriprise Financial Services, Llc
  Bethel Park, PA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 1/2025, AS ADMINISTRATIVE REP OF A RIA. INV REL, 80 HR/MO- 80 HR/MO TRADING. 2) BEALE FINANCIAL GROUP, 8009 jordan ct, coraopolis PA 15108, 01/2025, DIRECTOR, DBA NAME, INV REL, 5 HR/MO - 5 HR/MO TRADING. 3) PK RETIREMENT ADVISORY, Coraopolis PA 15108, United States, 10/06/2025, Investment Advisor Representative, DBA Name, INV REL, 40 HR/MO - 40 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-09-26
• S63 Uniform Securities Agent State Law Examination
  1999-07-17

Other Names

• Brendon Paul Costa