Thomas Patrick Costello
Professional Summary
Thomas Patrick Costello, who also goes by Thomas P Costello, Thomas Costello, is a registered financial advisor currently at EGRET SECURITIES LLC located in Jupiter, Florida. Thomas is registered as a RR (Registered Representative) and started their career in finance in 2008. Thomas has worked at 4 firms and has passed the Series 63, Series 52TO, Series 57TO, SIE, Series 55 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Thomas P Costello, Thomas Costello
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
EGRET | SUNSHINE PRIME | EGRET SECURITIES LLC | EGRET SECURITIES
Contact Information
Main Address
9607 Whippoorwill Trail, Jupiter, FL 33478Mailing Address
9607 Whippoorwill Trail, Jupiter, FL 33478Phone Number
(917) 488-3350Established
Florida since 03/06/2025Firm Type
Limited Liability CompanyFiscal Year End
MarchFirm Size
SmallFINRA licenses (22 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(7/13/2026)
(5/22/2026)
(7/6/2026)
(5/22/2026)
(10/20/2026)
(8/13/2026)
(8/13/2026)
(7/21/2026)
(5/22/2026)
(10/20/2026)
(5/22/2026)
(5/22/2026)
(9/8/2026)
(7/7/2026)
(5/22/2026)
(8/13/2026)
(8/13/2026)
(8/13/2026)
(5/22/2026)
(10/20/2026)
(9/8/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Oct 2025About the Series 52TO examSeries 55 — Limited Representative-Equity Trader Exam
Passed Jul 2013SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Thomas Patrick Costello's CRS (Customer Relationship Summary).
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