PatrickThomas Sewards- Financial Advisor Feasterville, PA

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About Patrick Thomas Sewards

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

automated call

CRD#

5060821

Firm CRD#

123249

Name of Custodial Firm

Charles Schwab

Years of Experience in Financial Services

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

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Risk Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

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

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$320 million

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$320 million

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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892301/paladinregistry-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.

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Patrick Thomas Sewards

Costello Asset Management