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Melissa Sue Costello
Compliance Officer at Capital Advisors Ltd. LLC
Profile
Ms. Melissa S.
Costello is a Financial Analyst & Director of Compliance at Capital Advisors Ltd.
LLC.
Her areas of focus are compliance and wealth management strategies.
In addition to her client-facing responsibilities, including billing, Ms. Costello is also the lead on compliance-related issues, assuring the firm is ahead of changing SEC regulations, policies and procedures.
She received her Bachelors of Science degree in Business Administration & Finance with a concentration in Financial Services from the University of Akron.
Melissa Sue Costello active positions
Companies | Position | Start |
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Capital Advisors Ltd. LLC
![]() Capital Advisors Ltd. LLC Investment ManagersFinance Capital Advisors Ltd. LLC (Capital Advisors) is an independent registered investment advisor and wealth management firm headquartered in Shaker Heights, Ohio. The firm was founded in 1999 and is principally owned by Mark Ciulla and Neil R. Waxman. Capital Advisors provides a comprehensive objective and solutions-oriented approach to wealth management and financial planning for successful individuals and family business owners. | Compliance Officer | 01/07/2002 |
Training of Melissa Sue Costello
University of Akron | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Capital Advisors Ltd. LLC
![]() Capital Advisors Ltd. LLC Investment ManagersFinance Capital Advisors Ltd. LLC (Capital Advisors) is an independent registered investment advisor and wealth management firm headquartered in Shaker Heights, Ohio. The firm was founded in 1999 and is principally owned by Mark Ciulla and Neil R. Waxman. Capital Advisors provides a comprehensive objective and solutions-oriented approach to wealth management and financial planning for successful individuals and family business owners. | Finance |
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