NC
Nikolas J. Costello
GREENBIRD CAPITAL LLC
Boca Raton, FL 33431
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CRD#: 6840994
NC
Professional summary
Nikolas Jurgen Costello is a registered financial professional currently at GREENBIRD CAPITAL LLC located in Boca Raton, Florida.
Nikolas is registered as a RR (Registered Representative) and started their career in finance in 2018. Nikolas has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
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.
CRS (Client Relationship Summary) - BD
Click below to view Nikolas Jurgen 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®
NoneExperience
Current
November 13, 2020 - Present
GREENBIRD CAPITAL LLC
Office #1: 2500 N Military Trail Suite 120, Boca Raton, FL 33431Office #2: 2500 N Military Trail Suite 120, Boca Raton, FL 33431BD
CRD#: 306692
Boca Raton, FL
Past
September 14, 2018 - August 31, 2020
B. RILEY WEALTH ADVISORS, INC.
RIA
CRD#: 115927
MELVILLE, NY
Past
July 9, 2018 - August 31, 2020
NATIONAL SECURITIES CORPORATION
BD
CRD#: 7569
MELVILLE, NY
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
Alabama(12/11/2020)
RR
Alaska(3/2/2021)
RR
Arizona(11/23/2020)
RR
Arkansas(11/25/2020)
RR
California(1/22/2021)
RR
Colorado(12/4/2020)
RR
Connecticut(12/17/2020)
RR
Delaware(2/4/2021)
RR
District of Columbia(3/9/2021)
RR
Florida(12/23/2020)
RR
Georgia(12/15/2020)
RR
Hawaii(2/3/2021)
RR
Idaho(11/16/2020)
RR
Illinois(1/22/2021)
RR
Indiana(12/17/2020)
RR
Iowa(11/16/2020)
RR
Kansas(12/4/2020)
RR
Kentucky(11/16/2020)
RR
Louisiana(11/16/2020)
RR
Maine(11/30/2020)
RR
Maryland(11/18/2020)
RR
Massachusetts(7/15/2021)
RR
Michigan(11/24/2020)
RR
Minnesota(3/4/2021)
RR
Mississippi(11/19/2020)
RR
Missouri(12/7/2020)
RR
Montana(5/20/2023)
RR
Nebraska(12/15/2020)
RR
Nevada(12/3/2020)
RR
New Jersey(1/5/2021)
RR
New Mexico(2/18/2021)
RR
New York(11/14/2020)
RR
North Carolina(11/30/2020)
RR
North Dakota(11/25/2020)
RR
Ohio(11/23/2020)
RR
Oklahoma(11/17/2020)
RR
Oregon(12/16/2020)
RR
Pennsylvania(11/17/2020)
RR
Rhode Island(5/20/2023)
RR
South Carolina(12/15/2020)
RR
South Dakota(1/22/2021)
RR
Tennessee(9/17/2021)
RR
Texas(12/10/2020)
RR
Utah(1/14/2021)
RR
Vermont(2/26/2021)
RR
Virginia(12/2/2020)
RR
Washington(11/20/2020)
RR
West Virginia(1/21/2021)
RR
Wisconsin(12/1/2020)
RR
Wyoming(5/20/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GC
GREENBIRD CAPITAL LLC
GREENBIRD CAPITAL LLC | GREENBIRD CAPITAL, LLC
CRD#: 306692 / SEC#: , 8-70469
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
2500 N Military Trail Suite 120, Boca Raton, FL 33431
Mailing Address
2500 N Military Trail Suite 120, Boca Raton, FL 33431
Phone number
(646) 798-2850
Established
New York since 10/25/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (50 States and Territories)
Disclosures
| Regulatory Event | 1 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GREENBIRD CAPITAL LLC
CRD#: 306692Boca Raton, FL 33431TRUST BUT VERIFY
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