Shelly A Coville

CRD 2329232 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Westborough, MA

IA RegisteredBroker

Also appears in the source record as: Shelly Ann Coville; Shelly Colleen Ann Coville Mrs; Shellycolleen A Coville; Shellycolleen Ann Coville; Shellycolleen A Walker; Shellycolleen Anne Walker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 63SIESeries 7Series 6
Registered states (40): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Illinois · Iowa · Maine · Maryland · Massachusetts · Michigan · Missouri · Montana · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wisconsin · Wyoming
Years in the industry (source record): 33
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm CRD: 7691
SEC number: 801-14235
Assets under management: $1.8T as of Jun 29, 2026
Website: www.merrilledge.com/GUIDED-INVESTING ↗
Phone: 800-637-7455
Firm location: New York, NY, 10036

Employment history (14)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Wilbraham, MA · IA capacity

Mar 12, 2021 → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Westborough, MA · BC capacity

start not retrieved → present
Morgan Stanley
IA capacity

Oct 17, 2017 → Aug 17, 2020
Morgan Stanley
BD capacity

Oct 16, 2017 → Aug 17, 2020
Edward Jones
IA capacity

Oct 13, 2010 → Oct 18, 2017
Edward Jones
BD capacity

Sep 15, 2010 → Oct 18, 2017
New England Securities
BD capacity

May 27, 2009 → Jan 25, 2010
National Planning Corporation
BD capacity

Oct 26, 2007 → Apr 28, 2009
Essex Securities LLC
BD capacity

Dec 16, 2003 → Dec 31, 2005
Investors Capital Corp.
BD capacity

Feb 4, 1997 → Dec 31, 2001
Linsco/Private Ledger Corp.
BD capacity

Jul 28, 1995 → Feb 11, 1997
Invest Financial Corporation
BD capacity

Jan 1, 1994 → Aug 2, 1995
John Hancock Mutual Life Insurance Company
BD capacity

Apr 8, 1993 → Nov 24, 1993
John Hancock Distributors, Inc.
BD capacity

Apr 8, 1993 → Nov 24, 1993

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2329232 ↗ FINRA BrokerCheck record for CRD 2329232 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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