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RIA / WealthAdvisor24 years in industry

KELLY PETTIT COSTELLO

Advisor at WALDRON PRIVATE WEALTH

BRIDGEVILLE, PA | Plymouth, MI

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Search this name across graphsid dfx:ria:7716962d-cdcf-2875-b299-b3b762792a4c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 22, 2004 to Sep 15, 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: WALDRON PRIVATE WEALTH
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: Dec 19, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Dec 19, 2001
First registration: Jul 22, 2004
Dual registered: no
IAPD individual key: 4425375

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
WALDRON PRIVATE WEALTH	Independent wealth	Jan 31, 2024	n/a	yes	Plymouth, MI\|BRIDGEVILLE, PA	Current employment
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Mar 10, 2017	Jan 25, 2024	no	BIRMINGHAM, MI	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 9, 2012	Mar 13, 2017	no	BIRMINGHAM, MI	Previous registration
NEUBERGER BERMAN BD LLC	No RAUM reported	Mar 20, 2008	Mar 16, 2010	no	NEW YORK, NY	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Mar 1, 2007	Mar 14, 2008	no	WALL TOWNSHIP, NJ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 22, 2004	Mar 7, 2005	no	PENNINGTON, NJ	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
RAYMOND JAMES & ASSOCIATES, INC.	WALDRON PRIVATE WEALTH	Jan 25, 2024	Jan 31, 2024	6	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	RAYMOND JAMES & ASSOCIATES, INC.	Mar 13, 2017	Mar 10, 2017	-3	Firm change	Wirehouse to ibd
NEUBERGER BERMAN BD LLC	WELLS FARGO ADVISORS	Mar 16, 2010	Mar 9, 2012	724	Firm change after gap	Other
NEW ENGLAND SECURITIES CORPORATION	NEUBERGER BERMAN BD LLC	Mar 14, 2008	Mar 20, 2008	6	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	NEW ENGLAND SECURITIES CORPORATION	Mar 7, 2005	Mar 1, 2007	724	Firm change after gap	Other

Relationships

Registered with (6)

→ WALDRON PRIVATE WEALTHRegistered adviserregistration: current employment
Jan 31, 2024 to presentfactForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Mar 10, 2017 to Jan 25, 2024factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 9, 2012 to Mar 13, 2017factForm ADV
→ NEUBERGER BERMAN BD LLCRegistered adviserregistration: previous registration
Mar 20, 2008 to Mar 16, 2010factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Mar 1, 2007 to Mar 14, 2008factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 22, 2004 to Mar 7, 2005factForm ADV

Dated events

Occurred
Jan 25, 2024
Advisor changed firm
Kelly Pettit Costello left Raymond James & Associates, Inc. for Waldron Private Wealth (registered 2024-01-31)
Form ADVobserved 6 days ago