Dylan Christopher Costello
Professional Summary
Dylan Christopher Costello, who also goes by Chris Costello, is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chris Costello
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
1 years in the financial services industry
Current & Past Employments
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Current Firm
GREENBIRD CAPITAL LLC | GREENBIRD CAPITAL, LLC
Contact Information
Main Address
2500 N Military Trail Suite 120, Boca Raton, FL 33431Mailing Address
2500 N Military Trail Suite 120, Boca Raton, FL 33431Phone Number
(646) 798-2850Established
New York since 10/25/2019Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (50 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
1Similar Advisors
OSAIC WEALTH, INC.
DAYMARK WEALTH PARTNERS, LLC
SOUND INCOME STRATEGIES, LLC
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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.
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State Registrations and Notice Filings
(1/29/2026)
(10/21/2025)
(1/29/2026)
(10/21/2025)
(1/29/2026)
(1/29/2026)
(1/29/2026)
(1/29/2026)
(10/21/2025)
(1/29/2026)
(1/29/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Dylan Christopher Costello's CRS (Customer Relationship Summary).
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