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Zachary James Costa

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fall River, MA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-05
CT RA APPROVED 2025-10-22
  • TX RA
    APPROVED
    Since 2026-01-05
  • CT RA
    APPROVED
    Since 2025-10-22

Branch Locations

87 Mariano Bishop Blvd, Fall River, MA 02721 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fall River MA 12/2021 Present
Ahlborg Construction Corporation Warwick RI 06/2019 12/2021
Brazilian Grill Dartmouth MA 02/2015 07/2019
University Of Massachusetts Dartmouth North Dartmouth MA 05/2018 08/2018
Bank Of America, N.A. Fall River MA 10/2025 Present
  • 12/2021 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Fall River, MA
  • 06/2019 → 12/2021
    Ahlborg Construction Corporation
    Warwick, RI
  • 02/2015 → 07/2019
    Brazilian Grill
    Dartmouth, MA
  • 05/2018 → 08/2018
    University Of Massachusetts Dartmouth
    North Dartmouth, MA
  • 10/2025 → Present
    Bank Of America, N.A.
    Fall River, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-22
  • S66 Uniform Combined State Law Examination
    2025-10-22
Other Names
  • Zach Costa

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · FALL RIVER, MA
AMERIPRISE FINANCIAL SERVICES, LLC · FALL RIVER, MA
CETERA INVESTMENT ADVISERS LLC · FALL RIVER, MA
OSAIC INSTITUTIONS, INC. · Fall River, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · FALL RIVER, MA
SUCCESSFUL MONEY STRATEGIES INC · FALL RIVER, MA
EDWARD JONES · FALL RIVER, MA
NORTHEAST CAPITAL MANAGEMENT, INC. · FALL RIVER, MA

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