Invested Better
Unclaimed

Unclaimed

Unclaimed

Sean Michael Costello

Belzberg Capital

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sean? Claim Your Profile

About Sean Michael Costello

Sean Costello is a securities professional who has been in the industry since March 9, 2013. Sean is currently registered with Belzberg Capital in both Connecticut and New York and has previously been registered with Jefferies LLC, Mizuho Securities USA LLC, and Deutsche Bank Securities Inc. Sean has passed the Series 7, Series 24, Series 63, Series 79TO, and Series 99TO exams.

Firm Information

Sean Costello is currently registered with Belzberg Capital. Belzberg Capital is a Limited Liability Company formed in April 2021. The firm is registered in six states: California, Connecticut, New York, Ohio, Pennsylvania, and Texas. They also have one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

7

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sean Costello’s Registration & Firm History

CT

10/27/2023 - Present

Belzberg Capital (Westport CT)

NY

03/25/2022 - 11/06/2023

JEFFERIES LLC (NEW YORK NY)

NY

11/23/2020 - 03/25/2022

MIZUHO SECURITIES USA LLC (NEW YORK NY)

NY

07/18/2007 - 04/01/2015

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

Not sure if Sean Michael Costello is right for you?

Licenses & Designations

BC

Issued 11/20/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/27/2023

Series 99TO - Operations Professional Examination

BC

Issued 11/20/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 11/20/2020

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Michael Costello.
Not sure if Sean Michael Costello is right for you?