Kyleel Brenden Roberson-cosby

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-04-10
DE	RA	APPROVED	2021-12-14
TX	RA	APPROVED	2021-10-06
PA	RA	APPROVED	2019-12-02

NJ RA
APPROVED

Since 2026-04-10
DE RA
APPROVED

Since 2021-12-14
TX RA
APPROVED

Since 2021-10-06
PA RA
APPROVED

Since 2019-12-02

Branch Locations

Sicklerville, NJ • United States

100 Federal St Ci Business Controls, Boston, MA 02110 • United States

1000 Samoset Dr Ci Business Controls, Newark, DE 19713 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Philadelphia	PA	07/2019	Present
Inova Health System	Falls Church	VA	07/2018	09/2018
American University Office Of Enrollment	Washington, D.C.	DC	09/2016	05/2019
American University	Washington, D.C.	DC	08/2015	05/2019
Unemployed	Philadelphia	PA	05/2019	07/2019
Uniqlo	Tysons	VA	05/2017	11/2017
Bank Of America, N.A.	Philadelphia	PA	08/2019	Present

07/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Philadelphia, PA
07/2018 → 09/2018

Inova Health System

Falls Church, VA
09/2016 → 05/2019

American University Office Of Enrollment

Washington, D.C., DC
08/2015 → 05/2019

American University

Washington, D.C., DC
05/2019 → 07/2019

Unemployed

Philadelphia, PA
05/2017 → 11/2017

Uniqlo

Tysons, VA
08/2019 → Present

Bank Of America, N.A.

Philadelphia, PA

Other Businesses

I*3195272, Entity Type Entity For Profit, Name of OBA: MaardenAddress: YeadonPennsylvania19050 Investment Related:No Position, Title, Association: OwnerEmployee Start Date: 12/15/2025No Hours: 6 weekly No Hours during trading:0 Duties: Creating clothing designs. Sourcing garments from manufacturers. Contracting graphic designers. Online web store maintenance. Developing marketing strategies. Apparel company

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-11-04

S66 Uniform Combined State Law Examination

2019-11-04

Other Names

Kyleel Roberson-Cosby

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