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Daniel S Costello

Tschetter Group

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About Daniel S Costello

Daniel Costello is a registered investment advisor representative with the Tschetter Group, located in Bellevue, WA. Daniel has been in the industry since August 2012. Daniel holds the Series 66, 7TO, 99TO, SIE, and 7 licenses as well as the Series 24 principal license. Daniel specializes in providing investment advisory services for individuals, corporations, and pooled investment vehicles. Daniel also offers financial planning services.

Firm Information

Daniel Costello is currently registered with Tschetter Group. Tschetter Group is an investment advisor based in Bellevue, WA with approximately $1.8 billion in regulatory assets under management. They offer a variety of services, including financial planning, pension consulting, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. The firm primarily serves high-net-worth individuals, corporations, and individuals other than high-net-worth.
Tschetter Group

2155 112TH AVE NE

BELLEVUE, WA 98004

$1.81B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Costello’s Registration & Firm History

WA

03/29/2022 - Present

Tschetter Group (BELLEVUE WA)

WA

03/06/2013 - 11/06/2020

EK RILEY INVESTMENTS, LLC (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 11/22/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/15/2022

Series 24 - General Securities Principal Examination

BC

Issued 03/15/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/15/2022

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2014

Series 7 - General Securities Representative Examination

BC

Issued 03/05/2013

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel S Costello.
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