George Harold Burdick

CRD 1405103 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Westborough, MA

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 65Series 63SIESeries 31Series 7
Registered states (17): Arizona · California · Connecticut · District Of Columbia · Florida · Maine · Maryland · Massachusetts · Nebraska · Nevada · New Hampshire · New York · North Carolina · Pennsylvania · Rhode Island · Virginia · Washington
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 (10)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Westborough, MA · IA capacity

Mar 10, 2017 → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Westborough, MA · BC capacity

start not retrieved → present
Morgan Stanley Smith Barney
BD capacity

Jun 1, 2009 → Oct 21, 2010
Citigroup Global Markets Inc.
BD capacity

Feb 3, 2006 → Jun 1, 2009
Morgan Stanley Dw Inc.
BD capacity

Feb 23, 1998 → Feb 7, 2006
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Jul 10, 1992 → Feb 25, 1998
Ids Life Insurance Company
BD capacity

Apr 19, 1991 → May 9, 1991
American Express Financial Advisors Inc.
BD capacity

Apr 19, 1991 → May 9, 1991
Isfa Corporation
BD capacity

Apr 14, 1989 → Jul 15, 1989
Dean Witter Reynolds Inc.
BD capacity

Sep 24, 1985 → Jul 5, 1988

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 1405103 ↗ FINRA BrokerCheck record for CRD 1405103 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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