Robert Costello
Financial advisor at Transamerica Financial Advisors, LLC · Cedar Rapids, IA
Last updated 2026-10-10
Claim your profileRobert Costello is a financial advisor at Transamerica Financial Advisors, LLC in Cedar Rapids, IA, CRD 1349716. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2016-01-15.
Registration
- CRD number
- 1349716
- Registration status
- Active
- IAPD registration
- 2016-01-15
- Industry Experience
- 10 years
- Work Experience
- 12 years
- States registered
- IA, MD
Licenses and exams
- Series 63
- Series 65
Work history
- 2014-09 to 2017-12 · Sagpoint Financial, Inc. · Phoenix, AZ
- 2014-09 to 2017-12 · Fsc Securities Corporation · Atlanta, GA
- 2014-09 to 2017-12 · Royal Alliance Associates, Inc. · New York, NY
- 2014-09 to 2017-12 · Woodbury Financial, Inc. · Oakdale, MN
- 2018-01 to 2019-10 · The Prudential Insurance Company of America · Newark, NJ
- 2018-01 to 2019-10 · Pruco Securities, LLC · Newark, NJ
- 2019-08 to 2019-10 · Prudential Customer Solutions LLC · Newark, NJ
- 2021-04 to 2024-07 · Grove Point Advisors, LLC · Rockville, MD
- 2021-04 to 2024-07 · Grove Point Investments, LLC · Rockville, MD
- 2020-01 to 2021-03 · H. Beck, Inc. · Rockville, MD
- 2024-07 to Present · Transamerica Financial Advisors, Inc · Cedar Rapids, IA
- 2024-07 to Present · Wfgia · Cedar Rapids, IA
- 2024-01 to Present · Rental Property · Ocean View, DE
- 2024-01 to Present · Rental Property · Rockville, MD
Current employment
- Transamerica Financial Advisors, LLC · Philadelphia, PA
Transamerica Financial Advisors, LLC
- Regulatory AUM
- $2,106,655,325
- Registered advisors
- 1,097
- Offices
- 290
- Clients per advisor
- 39.0 (Low)
- Average AUM per client
- $49.3K (Low)
- High-net-worth client ratio
- 2.9% (Low)
Transamerica Financial Advisors, LLC: advisors, services and reported ETF investments
About
Robert Costello is a financial advisor at Transamerica Financial Advisors, LLC in Cedar Rapids, IA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 10 years of industry experience and 12 years of reported work history. Reported roles include Transamerica Financial Advisors, Inc, Wfgia, Rental Property, Grove Point Advisors, LLC, among others.
SEC disclosures list additional business and community activities: As An Employee Of Transamerica Financial Advisors: , employees may perform home office functions for other business units; Work monthly: 0 / SEC trading hrs.
Transamerica Financial Advisors, LLC's firm-level Form ADV reports 1,097 advisors across 290 offices; approximately 39.0 clients per advisor, average assets per client of $49,296, and regulatory AUM of $2.1B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses, Other; services including Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $586.3M across 357 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Robert Costello personally.
Reported ETF positions
Transamerica Financial reports 357 ETF positions worth $586.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VV — Vanguard Morningstar Large-Cap ETF | $66.8M |
| BND — Vanguard Total Bond Market ETF | $26.6M |
| VEA — Vanguard FTSE Developed Markets ETF | $23.4M |
| VO — Vanguard Morningstar Mid-Cap ETF | $20.3M |
| SCHX — Schwab U.S. Large-Cap ETF | $18.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Transamerica Financial's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $2.7M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $2.4M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $3.9M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $664.5K | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Transamerica Financial Advisors, LLC on Form ADV.
Client services
- Individuals and Small Businesses
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or GP of Pooled Investment Vehicl
Location
6400 C St SW, Cedar Rapids, IA 52499
43 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 770-248-3271
- Website: tfaconnect.com
Official record
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