Terri K Bybee

CRD 1186714 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Las Vegas, NV

IA RegisteredBroker

Also appears in the source record as: Terri Kay Mckee; Terri Mckee

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (9): Series 66Series 63Series 10Series 9Series 53Series 8Series 52TOSIESeries 7
Registered states (47): Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 40
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

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 (11)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Las Vegas, NV · IA capacity

Jan 30, 2018 → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Las Vegas, NV · BC capacity

start not retrieved → present
First Republic Securities Company, LLC
BD capacity

Jan 13, 2017 → Jan 11, 2018
First Republic Investment Management, Inc.
IA capacity

Jan 13, 2017 → Jan 11, 2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Aug 11, 2004 → Jan 17, 2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Apr 3, 2003 → Jan 17, 2017
Ebondtrade
BD capacity

May 24, 2001 → Dec 9, 2002
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Oct 21, 1998 → Jun 9, 2000
Lloyd Wade Securities Inc.
BD capacity

Jul 21, 1998 → Oct 20, 1998
Prudential Securities Incorporated
BD capacity

Oct 8, 1990 → Aug 9, 1996
Prudential-Bache Securities Inc.
BD capacity

Nov 21, 1986 → Nov 30, 1989

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 1186714 ↗ FINRA BrokerCheck record for CRD 1186714 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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