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Paul Desmond Costello

Chief Compliance Officer, PartnerCostello Financial Planning, Inc.CRD 6647682

About Paul Desmond Costello

Paul Desmond Costello is listed as Chief Compliance Officer, Partner at Costello Financial Planning, Inc.. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Costello Financial Planning, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Paul Desmond Costello work?

Paul Desmond Costello is listed as Chief Compliance Officer, Partner at Costello Financial Planning, Inc. on SEC Form ADV.

How much of Costello Financial Planning, Inc. does Paul Desmond Costello own?

Form ADV reports a beneficial ownership band of 25-50%.

Costello Financial Planning, Inc.

TitleChief Compliance Officer, Partner
Ownership25-50%
Control personNo
Since2019
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