Patrick Sewards
Costello Asset Management
1234 Bridgetown Pike
Suite 210
Feasterville, PA 19053
2673611798
About Costello Asset Management
Costello Asset Management, Inc. is an independently owned, fee-based SEC registered investment advisory firm for Individuals, Families, Businesses, Estates & Non-Profits. Our mission is to develop a thorough understanding of your overall financial situation, utilize our experience and expertise to design your customized investment strategy, create your portfolio with appropriate investments, and provide ongoing asset management to help achieve your financial goals.
See Disclosures
General Information
Firm Start Year
1999
No. of Employees
2-4
automated call
Yes
CRD#
5060821
Firm CRD#
123249
Name of Custodial Firm
Charles Schwab
Years of Experience in Financial Services
18
Work Experience
Patrick's interest in finance and investing took root during his time at Penn State University, where he earned a Bachelor of Science in Economics. Early in his career, he recognized the importance of strategic financial planning and always putting clients first, setting the stage for a varied and successful journey in the finance industry.
After completing his degree, Patrick quickly advanced in the financial services sector, taking on key roles at renowned firms like BlackRock, where he played a pivotal role in driving the growth of multi-billion-dollar portfolios, and at National Philanthropic Trust, where he was instrumental in managing donor-advised funds in partnership with JPM Private Bank.
Patrick's dedication to providing client-centered, fiduciary advice is evident in his current role as an Investment Advisor at Costello Asset Management, where he prioritizes his clients' unique needs and financial goals.
His career accomplishments are supported by an impressive array of certifications, including the Chartered Financial Analyst (CFA) designation and series 66 license.
Work with the following types of clients
Businesses, Non-Profit Organizations, Individual Investors
Advisory Services Provided
Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFA®
Securities Licenses
Series 66
Firm Information
Firm's Number of Clients
264
Firm's Number of Planning Clients
264
Firm's Number of Managed Clients
264
Assets Managed by Firm
+$200 Million
Advisor's Number of Clients
264
Advisor's Number of Planning Clients
264
Assets Managed by Advisor
$210,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Based on Assets
Fee % Based on Assets
Vairies
Education
B.S. - Economics
Pennsylvania State University
8/1998 -5/2003
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892301/rothira-Costello-Asset-Management-detailed-disclosure.html
Disclaimer
The information contained in this message is intended only for the personal and confidential use of the recipient(s) named above. If the reader of this message is not the intended recipient or an agent responsible for delivering it to the intended recipient, please notify us immediately, and delete the original message without any review/dissemination thereof. Please Note: There can be no assurance, nor should there be any expectation, that Costello Asset Management, Inc. ( CAM ) shall review or act upon any email on the day it is received-please be guided accordingly. Please remember to contact CAM, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, to modify any reasonable restrictions to our investment advisory services. CAM shall continue to rely on the accuracy of information that you have provided. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees continues to remain available for your review upon request or at www.costelloassetmanagement.com.