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William Joseph Costigan

Guggenheim Investments

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About William Joseph Costigan

William Costigan is an investment advisor representative at Guggenheim Investments. William has been in the industry since 2008. Prior to joining Guggenheim Investments, William was employed by RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS and KEYBANC CAPITAL MARKETS INC. William holds the Series 3, Series 7, and Series 66 licenses and is registered in 53 states. William is also a Board Member at the GLOBAL INTERDEPENDENCE CENTER.

Firm Information

William Costigan is currently registered with Guggenheim Investments. Guggenheim Investments is an investment advisor based in NEW YORK, NY. The firm manages approximately $11,255,391,581 in regulatory assets under management for 138 accounts. The firm provides investment advice to investment companies and pooled investment vehicles.
Guggenheim Investments

330 MADISON AVENUE

NEW YORK, NY 10017

$11.26B

Assets Under Management

1

Total Clients

39

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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William Costigan’s Registration & Firm History

NY

02/22/2024 - Present

Guggenheim Investments (NEW YORK NY)

WA

08/06/2010 - 12/01/2010

RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)

OH

11/12/2008 - 01/13/2009

KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)

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Licenses & Designations

BOTH

Issued 06/13/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/29/2022

Series 3 - National Commodity Futures Examination

BC

Issued 11/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Joseph Costigan.
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