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RIA / WealthAdvisorCertified Financial Planner10 years in industry

John Costello

Advisor at ESSEX FINANCIAL SERVICES, INC.

Farmington, CT | ESSEX, CT

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Search this name across graphsid dfx:ria:6018af2e-026a-1367-2a34-b64aa2c778ef

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 16, 2022 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ESSEX FINANCIAL SERVICES, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: May 14, 2022
First registration: May 16, 2022
Dual registered: no
Other names: John Allyn Costello
IAPD individual key: 7310070

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ESSEX FINANCIAL SERVICES, INC.	Independent wealth	Mar 2, 2026	n/a	yes	Farmington, CT\|ESSEX, CT	Current employment
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Bd affiliated wealth	May 16, 2025	Feb 23, 2026	no	HARTFORD, CT\|PLYMOUTH, MN	Previous registration
MARCUM WEALTH, LLC	Former SEC adviser	Jun 14, 2023	May 19, 2025	no	Hartford, CT\|CLEVELAND, OH	Previous registration
ADVICEONE ADVISORY SERVICES, LLC	Independent wealth	May 16, 2022	May 23, 2023	no	GLASTONBURY, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	ESSEX FINANCIAL SERVICES, INC.	Feb 23, 2026	Mar 2, 2026	7	Firm change	Ibd to RIA
MARCUM WEALTH, LLC	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	May 19, 2025	May 16, 2025	-3	Bulk transfer	RIA to ibd
ADVICEONE ADVISORY SERVICES, LLC	MARCUM WEALTH, LLC	May 23, 2023	Jun 14, 2023	22	Firm change	RIA to RIA

Relationships

Registered with (4)

→ ESSEX FINANCIAL SERVICES, INC.Registered adviserregistration: current employment
Mar 2, 2026 to presentfactForm ADV
→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
May 16, 2025 to Feb 23, 2026factForm ADV
→ MARCUM WEALTH, LLCRegistered adviserregistration: previous registration
Jun 14, 2023 to May 19, 2025factForm ADV
→ ADVICEONE ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
May 16, 2022 to May 23, 2023factForm ADV

Dated events

Occurred
Feb 23, 2026
Advisor changed firm
John Costello left Wealth Enhancement Advisory Services, Llc for Essex Financial Services, Inc. (registered 2026-03-02)
Form ADVobserved 4 days ago
Occurred
May 23, 2023
Advisor changed firm
John Costello left Adviceone Advisory Services, Llc for Marcum Wealth, Llc (registered 2023-06-14)
Form ADVobserved 4 days ago