MC
CFP
MC
CFP

Melissa Sue Costello

21 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
982 advisors
Number of Clients
137,534 clients
Average Client Portfolio
$137K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee
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Location

20600 Chagrin Blvd Suite 1115, Shaker Heights, OH, 44122

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Melissa works as a Financial Analyst and Director of Compliance at Capital Advisors, LTD. LLC, dedicating full-time hours to financial planning, administrative, and compliance duties.

Employment History
Current Registrations
Lincoln Investment
June 2012 - Present · 13 yrs 8 mos
Lincoln InvestmentBroker
June 2012 - Present · 13 yrs 8 mos
Capital Advisors, LTD., LLC
June 2010 - Present · 15 yrs 8 mos
Previous Registrations
Capital Analysts, IncorporatedBroker
November 2004 - June 2012 · 7 yrs 7 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.