Nancy Acevedo Castillo

CRD 2950971 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Coral Gables, FL

IA RegisteredBroker

Also appears in the source record as: Nancy Acevedo; Nancy A Castillo

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 65Series 63
Registered states (18): California · Delaware · District Of Columbia · Florida · Kansas · Maryland · Massachusetts · Michigan · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · South Carolina · Texas · Vermont · Virginia
Years in the industry (source record): 28
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 (12)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Coral Gables, FL · IA capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Coral Gables, FL · BC capacity

start not retrieved → present
Citigroup Global Markets Inc.
Miami, FL · IA capacity

Nov 3, 2020 → Feb 25, 2022
Citigroup Global Markets Inc.
Miami, FL · BC capacity

Nov 2, 2020 → Feb 25, 2022
Citi Private Advisory, LLC
Miami, FL · BC capacity

Nov 2, 2020 → Feb 25, 2022
Morgan Stanley
Miami, FL · IA capacity

Apr 29, 2016 → Oct 20, 2020
Morgan Stanley
Miami, FL · BC capacity

Apr 28, 2016 → Oct 20, 2020
Credit Suisse Securities (USA) LLC
Miami, FL · IA capacity

Jun 17, 2013 → May 11, 2016
Credit Suisse Securities (USA) LLC
Miami, FL · BC capacity

Aug 10, 2009 → May 11, 2016
Citicorp Investment Services
Miami, FL · BC capacity

Sep 25, 2003 → May 29, 2007
Morgan Stanley
Miami, FL · IA capacity

Apr 30, 1998 → Jul 1, 2003
Morgan Stanley Dw Inc.
Purchase, NY · BC capacity

Apr 30, 1998 → Jul 1, 2003

Source & corrections

Where this page comes from

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