Bryan J. Costin

JOURNEY WEALTH MANAGEMENT

Cleveland, OH 44122

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CRD#: 4494532

Professional summary

Bryan Joseph Costin, CFP® is a registered financial advisor currently at JOURNEY WEALTH MANAGEMENT located in Cleveland, Ohio.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Bryan has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

COSTIN & KENDALL, CPA POSITION: Staff accountant NATURE: Accounting Firm INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 11/01/2001 ADDRESS: 36591 Center Ridge Rd, Ste 105, North Ridgeville OH 44039, United States DESCRIPTION: Accounting and tax services BEACON FINANCIAL ADVISORY LLC POSITION: Register Investment Advisor Representative NATURE: Investment Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2015 ADDRESS: 36591 Center Ridge Rd Ste 105, North Ridgeville OH 44039, United States DESCRIPTION: Investment Advisory BEACON FINANCIAL PARTNERS POSITION: Life Insurance and Annuities Sales Representative NATURE: Life Insurance and Annuities Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/28/2013 ADDRESS: 36591 Center Ridge Rd, Ste 105, North Ridgeville OH 44039, United States DESCRIPTION: Sale of Life Insurance and Annuities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Joseph Costin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

August 29, 2022 - Present

JOURNEY WEALTH MANAGEMENT

Office #1: 22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122

RIA

CRD#: 298904

Cleveland, OH

Past

August 23, 2022 - August 26, 2022

JOURNEY WEALTH MANAGEMENT

RIA

CRD#: 298904

CLEVELAND, OH

Past

August 7, 2015 - December 20, 2022

BEACON FINANCIAL ADVISORY LLC

RIA

CRD#: 174334

CLEVELAND, OH

Past

June 5, 2012 - August 9, 2022

CAPITAL ANALYSTS

RIA

CRD#: 162200

NORTH RIDGEVILLE, OH

Past

June 1, 2012 - August 10, 2015

LINCOLN INVESTMENT

RIA

CRD#: 519

NORTH RIDGEVILLE, OH

Past

June 1, 2012 - August 9, 2022

LINCOLN INVESTMENT

CRD#: 519

NORTH RIDGEVILLE, OH

Past

April 26, 2010 - June 1, 2012

CINCINNATI ANALYSTS, INC.

RIA

CRD#: 5478

NORTH RIDGEVILLE, OH

Past

April 23, 2010 - June 1, 2012

CINCINNATI ANALYSTS, INC.

CRD#: 5478

NORTH RIDGEVILLE, OH

Past

March 27, 2007 - May 21, 2010

SANDERS MORRIS LLC

RIA

CRD#: 20580

N. RIGDEVILLE, OH

Past

March 26, 2007 - May 21, 2010

SANDERS MORRIS LLC

CRD#: 20580

N. RIGDEVILLE, OH

Past

January 28, 2004 - March 27, 2007

OSAIC FA, INC.

RIA

CRD#: 3978

NORTH RIDGEVILLE, OH

Past

April 2, 2002 - May 8, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

April 2, 2002 - March 27, 2007

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JOURNEY WEALTH MANAGEMENT

FSM WEALTH | JOURNEY WEALTH MANAGEMENT | JOURNEY WEALTH | JOURNEY | FSM WEALTH ADVISORS, LLC

CRD#: 298904 / SEC#: 801-114180

RIA

Registered Investment Advisory firm - (10/24/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(8/29/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/19/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/1/2002

General Securities Representative Examination

Current Firm

JOURNEY WEALTH MANAGEMENT

FSM WEALTH | JOURNEY WEALTH MANAGEMENT | JOURNEY WEALTH | JOURNEY | FSM WEALTH ADVISORS, LLC

CRD#: 298904 / SEC#: 801-114180

RIA

Registered Investment Advisory firm - (10/24/2018 Approved)

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Contact information

Main Address

22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122

Mailing Address

Phone number

(216) 468-1333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 03 FSM JOURNEY ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	545
AUM (Assets Under Management)	$ 940,749,181

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/18/2025	Cover Page	Report
10/03/2024	Cover Page	Report
09/21/2023	Cover Page	Report
10/24/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

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Bryan J. Costin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Joseph Costin's CRS (Customer Relationship Summary).

Certified licenses

Experience

JOURNEY WEALTH MANAGEMENT

BEACON FINANCIAL ADVISORY LLC

CAPITAL ANALYSTS

LINCOLN INVESTMENT

LINCOLN INVESTMENT

CINCINNATI ANALYSTS, INC.

CINCINNATI ANALYSTS, INC.

SANDERS MORRIS LLC

SANDERS MORRIS LLC

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

Primary Firm SEC Registration

JOURNEY WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 7/19/2002

SIE

Date: 10/1/2018

Series 7

Date: 4/1/2002

Current Firm

JOURNEY WEALTH MANAGEMENT

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

JOURNEY WEALTH MANAGEMENT

TRUST BUT VERIFY

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