Linda S Weitz-Stone

CRD 1143613 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Fort Lauderdale, FL

IA RegisteredBroker

Also appears in the source record as: Linda S Blest; Linda Sue Tennant; Linda Weitz Tennant; Linda S Weitz; Linda Sue Weitz

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): SIESeries 3Series 7Series 10Series 9Series 65Series 63
Registered states (29): Alabama · California · Colorado · Connecticut · District Of Columbia · Florida · Georgia · Hawaii · Illinois · Indiana · Kentucky · Maine · Maryland · Massachusetts · Michigan · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin
Years in the industry (source record): 36
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 1143613 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm CRD: 7691
SEC number: 801-14235
Assets under management: $1.8T as of Jun 29, 2026
Website: www.merrilledge.com/GUIDED-INVESTING ↗
Phone: 800-637-7455
Firm location: New York, NY, 10036

Employment history (10)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Fort Lauderdale, FL · IA capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Fort Lauderdale, FL · BC capacity

start not retrieved → present
Advest, Inc.
Aventura, FL · BC capacity

Dec 17, 2002 → Mar 8, 2006
Ubs Painewebber Inc.
Aventura, FL · IA capacity

Mar 7, 1997 → Dec 19, 2002
Ubs Painewebber Inc.
Weehawken, NJ · BC capacity

Feb 18, 1997 → Dec 19, 2002
Prudential Securities Incorporated
New York, NY · BC capacity

Mar 13, 1994 → Feb 10, 1997
Smith Barney Shearson Inc.
New York, NY · BC capacity

Dec 20, 1993 → Mar 3, 1994
Gruntal & Co. Incorporated
New York, NY · BC capacity

Jan 22, 1992 → Oct 5, 1993
Oppenheimer & Co., Inc.
New York, NY · BC capacity

Aug 16, 1991 → Nov 13, 1991
Jii Securities Inc.
BC capacity

Jun 22, 1983 → Nov 23, 1984

Source & corrections

Where this page comes from

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