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Matthew F Costello

Citizens Securities, Inc.

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About Matthew F Costello

Matthew Costello is an investment advisor at Citizens Securities, Inc. Matthew has been in the industry since September 20, 1999, and is currently registered with Citizens Securities, Inc. in Massachusetts. Matthew has experience with individuals, corporations, and high net worth individuals. Matthew has a strong track record of success and is committed to providing clients with the highest quality investment advice.

Firm Information

Matthew Costello is currently registered with Citizens Securities, Inc.. Citizens Securities, Inc. is a corporation headquartered in Johnston, Rhode Island, and was formed on September 21, 1995. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, portfolio management for individuals and selection of other advisors. They also participate in a wrap fee program. The firm has regulatory assets under management of $9.19 billion in 53,044 accounts. Citizens Securities is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Citizens Securities, Inc.

ONE CITIZENS BANK WAY

JOHNSTON, RI 02043

$9.19B

Assets Under Management

53,044

Total Clients

788

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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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.

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participate in wrap fee program

Participate in wrap fee program

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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percentage of assets

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

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Matthew Costello’s Registration & Firm History

MA

01/09/2023 - Present

Citizens Securities, Inc. (WESTWOOD MA)

NJ

04/07/2009 - 07/25/2018

NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)

TX

07/11/2003 - 02/10/2009

AMERICAN GENERAL DISTRIBUTORS, INC. (HOUSTON TX)

MA

03/16/2000 - 07/17/2002

LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)

MA

07/15/1999 - 12/07/1999

LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)

MA

11/11/1993 - 07/15/1999

KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)

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Licenses & Designations

BC

Issued 12/03/2022

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 10/24/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/17/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/06/2010

Series 7 - General Securities Representative Examination

BC

Issued 11/10/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew F Costello.
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