Jacqueline Weiner

CRD 2254026 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · New York, NY

IA RegisteredBroker

Also appears in the source record as: Jackie Peiser; Jacqueline Marie Peiser; Jacqueline Peiser

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 7TOSIESeries 55Series 7Series 6Series 66Series 63
Registered states (52): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 10
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2254026 contains one or more disclosure events as of Aug 20, 2026.

findmyFA.app does not reproduce, summarise, characterise, or interpret the content of disclosure events. A disclosure event is a category of entry in a regulatory record; it is not, by itself, a finding of wrongdoing. Read the events in full on the official systems:

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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
New York, NY · IA capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
New York, NY · BC capacity

start not retrieved → present
Blaylock & Company, Inc.
New York, NY · BC capacity

Jul 10, 2003 → Jun 16, 2006
Fortis Securities Inc.
New York, NY · BC capacity

Oct 17, 2001 → Jun 30, 2003
Abn Amro Securities LLC
New York, NY · BC capacity

Jan 3, 2000 → May 29, 2001
Utendahl Capital Partners, L.P.
New York, NY · BC capacity

Feb 12, 1999 → Dec 6, 1999
Bluestone Capital Partners, L.P.
New York, NY · BC capacity

Sep 29, 1998 → Feb 7, 1999
Donaldson, Lufkin & Jenrette Securities Corporation
Jersey City, NJ · BC capacity

Nov 5, 1996 → Aug 25, 1998
Fidelity Investments Institutional Services Company, Inc.
Smithfield, RI · BC capacity

Sep 29, 1993 → Jul 14, 1994

Source & corrections

Where this page comes from

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