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Secretary & Treasurer · Costello Asset Management, Inc.

Linda M. Costello

CRD 5270364 · Named on Form ADV at one SEC-registered adviser

At a glance

Costello Asset Management, Inc., an SEC-registered wealth manager based in Feasterville, PA with $389 million in regulatory assets, lists Linda M. Costello on its Form ADV as Secretary & Treasurer.

Firms and roles

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Linda’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Linda’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.