Gabriella Odile Costello

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Smyrna, GA
• 06/2022 → 08/2022
  Bank Of America
  Atlanta, GA
• 06/2021 → 08/2021
  Home Run Inn
  Woodridge, IL
• 05/2021 → 12/2021
  Cameo Salon
  Oak Brook, IL
• 07/2001 → 08/2019
  Middle/High School Student
  Clarendon Hills, IL
• 08/2019 → 06/2021
  College Student
  Clemson, SC
• 12/2021 → 06/2022
  College Student
  Clemson, SC
• 08/2022 → 07/2023
  College Student
  Clemson, SC
• 08/2023 → Present
  Bank Of America N.A.
  Smyrna, GA

Other Businesses

I*:882233 Entity Type: Entity For Profit Name of OBA: Home Run Inn pizza Address: Woodridge, IL 60517 Investment Related: No Position, Title, Association: Other Employee Start Date: 7/9/1990 Number of Hours: 0 Number of Hours during trading: 0 Duties: Family business, I will at some point be on the board and able to make decisions. Shares will be eventually passed down to me.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-20

Other Names

• Gabriella O Costello