Daniel J. Costigan
Professional summary
Daniel John Costigan, who also goes by Dan Costigan, is a registered financial advisor currently at TWO PALMS FINANCIAL located in San Clemente, California.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Daniel has worked at 5 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel John Costigan's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 25, 2024 - Present
TWO PALMS FINANCIAL
June 25, 2020 - March 21, 2022
SAGEVIEW ADVISORY GROUP, LLC
July 11, 2018 - August 21, 2019
FDX CAPITAL LLC
March 22, 2016 - August 19, 2016
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.
July 15, 2014 - August 19, 2016
AMUNDI DISTRIBUTOR US, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/25/2024)
(6/12/2025)
Exams
Current Firm
TWO PALMS FINANCIAL
CRD#: 333588 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 275,562 |
Red Flags
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