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TC

Thomas P. Costello

EGRET SECURITIES
JUPITER, FL 33478
CRD#: 4996022
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TC
Thomas Patrick CostelloEGRET SECURITIES

Professional summary

Thomas Patrick Costello, who also goes by Thomas P Costello, Thomas Costello, is a registered financial professional 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.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Thomas P Costello | Thomas Costello

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Thomas Patrick Costello's 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®
None

Experience

Current

May 22, 2026 - Present

EGRET SECURITIES LLC

Office #1: 9607 Whippoorwill Trail, Jupiter, FL 33478
BD
CRD#: 337349
JUPITER, FL
Past

February 6, 2025 - May 12, 2026

A.G.P. / ALLIANCE GLOBAL PARTNERS

BD
CRD#: 8361
WESTPORT, CT
Past

April 18, 2012 - September 21, 2023

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

January 17, 2008 - October 6, 2009

TP ICAP GLOBAL MARKETS AMERICAS LLC

BD
CRD#: 2762
JERSEY CITY, NJ

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(5/22/2026)
RR
Florida
(5/22/2026)
RR
Nevada
(5/22/2026)
RR
New Jersey
(5/22/2026)
RR
New York
(5/22/2026)
RR
Pennsylvania
(5/22/2026)
RR
Virginia
(5/22/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 8/18/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 10/3/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 7/30/2013
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 4/17/2012
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

ES
EGRET SECURITIES LLC
EGRET | SUNSHINE PRIME | EGRET SECURITIES LLC | EGRET SECURITIES

CRD#: 337349 / SEC#: , 8-71380

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
9607 Whippoorwill Trail, Jupiter, FL 33478
Mailing Address
9607 Whippoorwill Trail, Jupiter, FL 33478
Phone number
(917) 488-3350
Established
Florida since 03/06/2025
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
SUNSHINE HOLDCO, INC.HOLDING COMPANY
KOVALEV, DMITRIYROP AND MSRB PRINCIPAL4104585
MICHAELS, SETH ADAMCEO/CCO, EXECUTIVE REP2590452
PURES, EDWARD JTRADING PRINCIPAL4194348
STAMOVA, ILINA SEVDALINOVAFINOP/PFO/POO5500851

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.

Company Information

EGRET SECURITIES LLC

CRD#: 337349Jupiter, FL 33478

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