Edward J Byrne

CRD 1201298 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Montvale, NJ

IA RegisteredBroker

Also appears in the source record as: Edward Joseph Byrne Jr; Edward Joseph Byrne; Edward Byrne

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 7Series 10Series 9Series 66Series 63
Registered states (14): Connecticut · Delaware · District Of Columbia · Florida · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · Rhode Island · Texas · Virginia
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 (19)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Montvale, NJ · IA capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Montvale, NJ · BC capacity

start not retrieved → present
Td Private Client Wealth LLC
Ramsey, NJ · IA capacity

Oct 14, 2022 → Mar 24, 2023
Td Private Client Wealth LLC
Ramsey, NJ · BC capacity

Oct 14, 2022 → Mar 24, 2023
Unfcu Advisors LLC
New York, NY · IA capacity

Jan 29, 2021 → Jul 9, 2021
Communityamerica Financial Solutions, LLC
New York, NY · BC capacity

Jan 27, 2021 → Jul 1, 2021
Td Ameritrade, Inc.
New York, NY · IA capacity

Jun 8, 2018 → Jan 11, 2021
Td Ameritrade, Inc.
New York, NY · BC capacity

May 15, 2018 → Jan 11, 2021
Td Ameritrade Investment Management, LLC
New York, NY · IA capacity

Jun 7, 2018 → Dec 31, 2020
New Albion Partners LLC
New York, NY · BC capacity

Dec 15, 2017 → Apr 19, 2018
Multi-Bank Securities, Inc.
Parsippany, NJ · BC capacity

Nov 17, 2016 → Oct 12, 2017
Incapital LLC
New York, NY · BC capacity

Jan 5, 2015 → Nov 21, 2016
Vining Sparks
New York, NY · BC capacity

Aug 22, 2013 → Jan 5, 2015
Signature Securities
New York, NY · BC capacity

Jan 7, 2013 → Aug 13, 2013
Scott & Stringfellow, LLC
New York, NY · BC capacity

Jun 28, 2012 → Jan 8, 2013
Raymond James & Associates, Inc.
New York City, NY · BC capacity

Oct 20, 2004 → Apr 5, 2012
Advest, Inc.
Hartford, CT · BC capacity

May 7, 2004 → Nov 11, 2004
First Union Securities, Inc.
St. Louis, MO · BC capacity

Jan 16, 1998 → Aug 9, 2000
Smith Barney Inc.
New York, NY · BC capacity

Jul 20, 1988 → Dec 18, 1997

Source & corrections

Where this page comes from

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