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BC

Bridget E. Costello

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT
Los Angeles, CA 90067
Some features on this profile are disabled
CRD#: 5819859
BC

Professional summary

Bridget Erin Costello, CFP® is a registered financial advisor currently at KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC located in Los Angeles, California and VP DISTRIBUTORS LLC located in Los Angeles, California.

Bridget is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Bridget has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bridget Erin Costello'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

Experience

Current

October 29, 2015 - Present

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC

Office #1: 2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067
RIA
CRD#: 104599
Los Angeles, CA
Current

October 29, 2015 - Present

VP DISTRIBUTORS LLC

Office #1: 2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067
BD
CRD#: 3036
Los Angeles, CA
Past

September 2, 2014 - October 21, 2014

TD AMERITRADE, INC.

RIA
CRD#: 7870
BEVERLY HILLS, CA
Past

September 2, 2014 - October 21, 2014

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
BEVERLY HILLS, CA
Past

August 25, 2014 - October 21, 2014

TD AMERITRADE, INC.

BD
CRD#: 7870
BEVERLY HILLS, CA
Past

February 17, 2012 - September 17, 2013

RWA WEALTH PARTNERS

RIA
CRD#: 156984
NEWTON, MA
Past

May 9, 2011 - February 28, 2012

ADVISER INVESTMENTS

RIA
CRD#: 106668
NEWTON, MA

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".
KA
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
KAYNE ANDERSON INVESTMENT MANAGEMENT LLC | KAYNE ANDERSON RUDNICK WEALTH ADVISORS | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC

CRD#: 104599 / SEC#: 801-24241

RIA
Registered Investment Advisory firm - (5/22/1985 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.
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
California
(10/29/2015)
IAR
California
(10/29/2015)

Exams

State Security Law Exam
RR
Series 63
Date: 8/29/2014
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/6/2011
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/24/2014
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

KA
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
KAYNE ANDERSON INVESTMENT MANAGEMENT LLC | KAYNE ANDERSON RUDNICK WEALTH ADVISORS | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC

CRD#: 104599 / SEC#: 801-24241

RIA
Registered Investment Advisory firm - (5/22/1985 Approved)
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Contact information

Main Address
2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067
Mailing Address
Phone number
(310) 556-2721
Established
Firm type
Fiscal year end
# of Employees
119

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KAR ADV PART 2A 3/26/2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts27,435
AUM (Assets Under Management)$ 45,493,862,358

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

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC

CRD#: 104599Los Angeles, CA 90067

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