# KELLY PETTIT COSTELLO

KELLY PETTIT COSTELLO is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with WALDRON PRIVATE WEALTH, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WALDRON PRIVATE WEALTH, LLC](https://search.stillhousedata.com/firm/131063) | 2024-01-31 | present | Yes |
| [RAYMOND JAMES & ASSOCIATES, INC.](https://search.stillhousedata.com/firm/705) | 2017-03-10 | 2024-01-25 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2012-03-09 | 2017-03-13 | — |
| [NEUBERGER BERMAN BD LLC](https://search.stillhousedata.com/firm/2908) | 2008-03-20 | 2010-03-16 | — |
| [NEW ENGLAND SECURITIES](https://search.stillhousedata.com/firm/615) | 2007-03-01 | 2008-03-14 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2004-07-22 | 2005-03-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4425375)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4425375.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.