# KATHRYN COSTAS

KATHRYN COSTAS is an investment adviser representative (IAR) with state registration records since 2013, appearing at 4 firms. Currently registered with EP WEALTH ADVISORS, LLC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EP WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/111147) | 2025-11-11 | present | Yes |
| [FMB RETIREMENT SERVICES](https://search.stillhousedata.com/firm/164571) | 2015-12-01 | 2020-06-24 | — |
| [FMB WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/122309) | 2015-12-01 | 2020-06-24 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2013-03-25 | 2015-11-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5607321)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5607321.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.