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 50-75%.
Reported ownership
Owns 50-75% 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 50-75%.
Costello Financial Planning, Inc.
| Title | Chief Compliance Officer, Partner |
| Ownership | 50-75% |
| Control person | No |
| Since | 2019 |