Sherry E Craig

CRD 1258445 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Mckinney, TX

IA RegisteredBroker

Also appears in the source record as: Sherry Eileen Craig; Sherry E Fitz; Sherry Eileen Fitz ^; Sherry Eileen Fitz; Sherry Eileen Fitz-Craig ^; Sherry Eileen Fitzcraig

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 66Series 63Series 24Series 57TOSIESeries 55Series 7
Registered states (17): Alabama · California · Colorado · Florida · Georgia · Hawaii · Illinois · Indiana · Kansas · Louisiana · Maryland · Michigan · Mississippi · Ohio · South Carolina · Tennessee · Texas
Years in the industry (source record): 41
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 (12)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Mckinney, TX · IA capacity

Jul 27, 2011 → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Mckinney, TX · BC capacity

start not retrieved → present
Walnut Street Securities, Inc.
IA capacity

Feb 11, 2010 → Jul 6, 2011
Walnut Street Securities, Inc.
BD capacity

Nov 17, 2008 → Jul 6, 2011
Live Oak Advisory Group, LLC
IA capacity

Oct 13, 2009 → Jan 29, 2010
Capital One Southcoast, Inc
BD capacity

Oct 11, 2000 → Feb 28, 2007
Hibernia Southcoast Capital, Inc.
BD capacity

Feb 3, 2000 → Oct 10, 2000
Hoak Breedlove Wesneski & Co.
BD capacity

Sep 3, 1996 → Jan 31, 2000
Southcoast Capital Corporation
BD capacity

Aug 25, 1992 → Aug 8, 1996
Cleary Gull Reiland & Mcdevitt Inc.
BD capacity

Jun 26, 1990 → Jul 20, 1992
Roulston Research Corp.
BD capacity

Oct 9, 1985 → Jun 15, 1990
Mcdonald & Company Securities, Inc.
BD capacity

Jun 19, 1985 → Sep 30, 1985

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 1258445 ↗ FINRA BrokerCheck record for CRD 1258445 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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