Jeremy Matthew Burch

CRD 4073551 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Miami, FL

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 66SIESeries 31Series 7
Registered states (25): Arizona · California · Colorado · Connecticut · Delaware · Florida · Georgia · Hawaii · Illinois · Maine · Maryland · Massachusetts · New Jersey · New Mexico · New York · North Carolina · Ohio · Pennsylvania · Puerto Rico · South Carolina · Texas · Vermont · Virgin Islands · Virginia · Washington
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 4073551 contains one or more disclosure events as of Aug 20, 2026.

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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 (12)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Miami, FL · IA capacity

Sep 26, 2024 → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Miami, FL · BC capacity

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

Jan 29, 2016 → Oct 24, 2024
Wells Fargo Advisors
IA capacity

Jan 29, 2016 → Oct 24, 2024
Morgan Stanley
BD capacity

Jun 1, 2009 → Feb 3, 2016
Morgan Stanley
IA capacity

Jun 1, 2009 → Feb 3, 2016
Morgan Stanley & Co. Incorporated
BD capacity

Apr 2, 2007 → Jun 1, 2009
Morgan Stanley & Co. Incorporated
IA capacity

Apr 2, 2007 → Jun 1, 2009
Morgan Stanley Dw Inc.
BD capacity

Jun 17, 2005 → Apr 2, 2007
Morgan Stanley
IA capacity

Jun 17, 2005 → Apr 2, 2007
Ubs Financial Services Inc.
IA capacity

Jun 28, 2000 → Jul 8, 2005
Ubs Financial Services Inc.
BD capacity

Apr 14, 2000 → Jul 8, 2005

Source & corrections

Where this page comes from

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