Jessica Costello

CRD 2781609 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Annapolis, MD

IA RegisteredBroker

Also appears in the source record as: Jessica Sky Costello ^; Jessica Sky Costello; Jessica ^sky Sky ^; Jessica Sky

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): SIESeries 7Series 4Series 10Series 9Series 24Series 66
Registered states (29): Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Illinois · Indiana · Maine · Maryland · Massachusetts · Minnesota · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Virginia · West Virginia · Wyoming
Years in the industry (source record): 27
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 (10)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Annapolis, MD · IA capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Annapolis, MD · BC capacity

start not retrieved → present
Morgan Stanley Smith Barney LLC
Annapolis, MD · IA capacity

Jun 1, 2009 → May 24, 2010
Morgan Stanley Smith Barney
Annapolis, MD · BC capacity

Jun 1, 2009 → May 24, 2010
Citigroup Global Markets Inc.
Bowie, MD · IA capacity

May 30, 2007 → Jun 1, 2009
Citigroup Global Markets Inc.
Bowie, MD · BC capacity

May 30, 2007 → Jun 1, 2009
Legg Mason Wood Walker Inc
Baltimore, MD · IA capacity

Jan 30, 2003 → Feb 21, 2006
Legg Mason Wood Walker, Incorporated
Baltimore, MD · BC capacity

Jan 30, 2003 → Feb 21, 2006
Howard Weil Incorporated
New Orleans, LA · BC capacity

Oct 21, 1997 → Nov 11, 2003
Lm Financial Partners, Inc.
Baltimore, MD · IA capacity

Nov 20, 1998 → Feb 28, 2003

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2781609 ↗ FINRA BrokerCheck record for CRD 2781609 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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