Robert Francis Costello
Chief Executive Officer at Costello Asset Management, Inc.
Profile
Mr. Robert F.
Costello is a President at Costello Asset Management, Inc. He has over 30 years of investment industry experience.
Mr. Costello was previously employed as an Investment Broker by Boenning & Scattergood, Inc.
He earned his BS in Business Administration and an MBA in Finance from LaSalle University in Philadelphia.
He has held a Series 6, 7 and 63 Securities License and a Pennsylvania Fixed and Variable Annuity and Life Insurance License.
He holds a Series 65 Investment Adviser Representative License.
He has been a member of the CFA Society of Philadelphia, a professional investment analyst organization, since 1989.
Robert Francis Costello active positions
| Companies | Position | Start |
|---|---|---|
Costello Asset Management, Inc.
 Costello Asset Management, Inc. Investment ManagersFinance Costello Asset Management, Inc. is an independent SEC-registered investment advisor headquartered in Feasterville Trevose, Pennsylvania. The firm was founded by Robert F. Costello, Jr. in 1996. The firm provides investment advisory services on a fee-only basis to individuals, families, businesses and non-profit organizations. | Chief Executive Officer | 01/11/1996 |
Former positions of Robert Francis Costello
| Companies | Position | End |
|---|---|---|
Boenning & Scattergood, Inc.
 Boenning & Scattergood, Inc. Investment ManagersFinance Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Trading-Equity | 01/01/2008 |
Training of Robert Francis Costello
| LaSalle University | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Costello Asset Management, Inc.
Costello Asset Management, Inc. Investment ManagersFinance Costello Asset Management, Inc. is an independent SEC-registered investment advisor headquartered in Feasterville Trevose, Pennsylvania. The firm was founded by Robert F. Costello, Jr. in 1996. The firm provides investment advisory services on a fee-only basis to individuals, families, businesses and non-profit organizations. | Finance |
Boenning & Scattergood, Inc.
Boenning & Scattergood, Inc. Investment ManagersFinance Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
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