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Advisors / New York / Blasdell
12yrs

Michael Costello

Financial advisor at LPL Financial

Michael Costello has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Blasdell, New York. Michael has been with LPL Financial since 2022; before that, Michael spent two years at TD Ameritrade and two years at TD Ameritrade Investment Management. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.

Blasdell, NY 14219Fiduciary advisor
Call LPL FinancialDirections

At a glance

Experience12 years (since 2014)
How that compares ?12 years in the industry
Office23 Lake Ave., Blasdell, NY 14219
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states

Services through LPL Financial

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2022 – now
    LPL Financial LLCCurrent firm
  2. Mar 2019 – Jan 2021
    TD Ameritrade, Inc.Previously
  3. Mar 2019 – Dec 2020
    TD Ameritrade Investment Management, LLCPreviously

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Michael

How do I contact Michael?

Call LPL Financial at (704) 733-3300 and ask for Michael Costello. Michael works from the Blasdell, NY office.

How long has Michael been a financial advisor?

Michael has been in the industry since 2014, about 12 years. 12 years in the industry.

What licenses does Michael hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.