Jude J. Kostas

SAVIOR WEALTH

Foxboro, MA 02035

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CRD#: 7025527

Professional summary

Jude J Kostas, who also goes by Jude Kostas, is a registered financial advisor currently at SAVIOR WEALTH located in Foxboro, Massachusetts.

Jude is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jude has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jude Kostas

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.

Kostas Law PC/ no investment related/ 132 Central St Suite 208, Foxboro, MA 02035/ Law Firm/ Lawyer and Owner/ Start Date: 5/2021/ 160 hours per month - full time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jude J Kostas'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®

None

Experience

Current

May 21, 2024 - Present

SAVIOR WEALTH

Office #1: 132 Central Street Suite 208, Foxboro, MA 02035

RIA

CRD#: 299178

Foxboro, MA

Past

November 5, 2018 - September 27, 2023

THE PATRIOT FINANCIAL GROUP, LLC

RIA

CRD#: 172470

Westborough, 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".

SAVIOR WEALTH

CRD#: 299178 / SEC#: 801-114564

RIA

Registered Investment Advisory firm - (1/28/2019 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.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(5/21/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

SAVIOR WEALTH

CRD#: 299178 / SEC#: 801-114564

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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Contact information

Main Address

40 Washington Street Suite 210, Wellesley, MA 02481

Mailing Address

Phone number

(617) 699-8877

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM BROCHURE (3/27/2025)

FORM ADV PART 2A, FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	352
AUM (Assets Under Management)	$ 111,547,543

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.

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Jude J. Kostas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jude J Kostas's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAVIOR WEALTH

THE PATRIOT FINANCIAL GROUP, LLC

Primary Firm SEC Registration

SAVIOR WEALTH

State Registrations and Notice Filings

Exams

Current Firm

SAVIOR WEALTH

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAVIOR WEALTH

TRUST BUT VERIFY

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