Alvin Costa
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
16 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Bank of America, N.A.May 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2025 to now
- Wells Fargo Bank N.AJul 2024 to Mar 2025
- PNC BankJan 2024 to Jun 2024
- University of Maryland-college ParkMay 2023 to Jun 2024
- Montgomery CollegeNov 2021 to Jun 2023
- UnemployedJan 2010 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8067887
- Firm CRD
- 7691