AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DC

Dylan C. Costello

GREENBIRD CAPITAL
BOCA RATON, FL 33431
CRD#: 8045756
Some features on this profile are disabled
DC
Dylan Christopher CostelloGREENBIRD CAPITAL

Professional summary

Dylan Christopher Costello, who also goes by Chris Costello, is a registered financial professional currently at GREENBIRD CAPITAL LLC located in Boca Raton, Florida.

Dylan is registered as a RR (Registered Representative) and started their career in finance in 2025. Dylan has worked at 1 firm and has passed the Series 63, Series 7TO, SIE and Series 24 exams.

Aliases

Chris 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 Dylan Christopher 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®
None

Experience

Current

February 24, 2025 - Present

GREENBIRD CAPITAL LLC

Office #1: 2500 N Military Trail Suite 120, Boca Raton, FL 33431
BD
CRD#: 306692
BOCA RATON, FL

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
Arizona
(1/29/2026)
RR
California
(10/21/2025)
RR
Colorado
(1/29/2026)
RR
Florida
(10/21/2025)
RR
Georgia
(1/29/2026)
RR
New York
(1/29/2026)
RR
North Carolina
(1/29/2026)
RR
South Carolina
(1/29/2026)
RR
Texas
(10/21/2025)
RR
Virginia
(1/29/2026)
RR
Washington
(1/29/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 6/22/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/23/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/2/2024
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/22/2026
General Securities Principal Examination
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)
Loading...

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)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
GREENBIRD HOLDINGS, LLCDIRECT OWNER
COSTELLO, NIKOLAS JURGENCEO/CCO6840994
NIXON, JON ALANFINOP4710715

Disclosures

Regulatory Event1

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

GREENBIRD CAPITAL LLC

CRD#: 306692Boca Raton, FL 33431

TRUST BUT VERIFY

Monitor Dylan Costello

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
FORT LAUDERDALE, FL
Victoria Miller Ricker
Victoria RickerAdvisorCheck Check Mark
DAYMARK WEALTH PARTNERS, LLC
IAR
FORT LAUDERDALE, FL
JF
John FrickerAdvisorCheck Check Mark
EQUITABLE ADVISORS, LLC
IAR
RR
FT. LAUDERDALE, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.