Bernice Antonelli

CRD 1327273 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Blue Bell, PA

IA RegisteredBroker

Also appears in the source record as: Bernice J Antonelli; Bernice J. Antonelli

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 63Series 7TOSIESeries 7
Registered states (43): Alabama · Alaska · Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Vermont · Virginia · Washington · West Virginia · Wisconsin
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 (9)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Blue Bell, PA · IA capacity

Jul 3, 2023 → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Blue Bell, PA · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLC
IA capacity

Nov 13, 2015 → Jan 8, 2018
Wells Fargo Clearing Services, LLC
BD capacity

Nov 9, 2015 → Jan 8, 2018
Lpl Financial LLC
BD capacity

Mar 9, 2015 → Sep 25, 2015
Wells Fargo Advisors, LLC
IA capacity

Sep 16, 2010 → Feb 26, 2015
Wells Fargo Advisors, LLC
BD capacity

Dec 4, 2001 → Feb 26, 2015
Morgan Stanley Market Products Inc.
BD capacity

Jul 25, 1987 → Jul 2, 1991
Morgan Stanley & Co., Incorporated
BD capacity

Apr 23, 1985 → Jul 2, 1991

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 1327273 ↗ FINRA BrokerCheck record for CRD 1327273 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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