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Chief Operations Officer · Transamerica Financial Advisors, LLC

Robert Costello

CRD 1349716 · Named on Form ADV at one SEC-registered adviser

At a glance

Transamerica Financial Advisors, LLC, an SEC-registered broker-dealer firm based in Philadelphia, PA with $2.1 billion in regulatory assets, lists Robert Costello on its Form ADV as Chief Operations Officer, a control person.

Firms and roles

AtlasMembers

Robert’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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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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

  • Brian BeitzelDirector, Chief Financial Officer, Transamerica Financial Advisors, LLC
  • Christina D KramerChief Compliance Officer, Transamerica Financial Advisors, LLC
  • Michelle Anne BarryDirector, President, CEO, Chief Supervisory Officer, Transamerica Financial Advisors, LLC

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