Holly Durdel

CRD 4155910 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · New York, NY

IA RegisteredBroker

Also appears in the source record as: Holly L Durdel; Holly Lynn Durdel; Holly Lynn Karafa

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): SIESeries 7Series 6Series 10Series 9Series 66Series 63
Registered states (2): Illinois · Michigan
Years in the industry (source record): 24
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 4155910 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 (13)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Grand Rapids, MI · IA capacity

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

start not retrieved → present
Pnc Investments
Paw Paw, MI · IA capacity

Nov 19, 2009 → Aug 17, 2011
Pnc Investments
Paw Paw, MI · BC capacity

Nov 13, 2009 → Aug 17, 2011
Natcity Investments, Inc.
Portage, MI · BC capacity

May 11, 2009 → Nov 13, 2009
Primevest Financial Services, Inc.
Kalamazoo, MI · IA capacity

May 9, 2008 → Apr 24, 2009
Primevest Financial Services, Inc.
Kalamazoo, MI · BC capacity

May 9, 2008 → Apr 24, 2009
Edward Jones
Kalamazoo, MI · IA capacity

Sep 13, 2007 → May 2, 2008
Edward Jones
Kalamazoo, MI · BC capacity

Jul 13, 2007 → May 2, 2008
Fifth Third Securities, Inc.
Kalamazoo, MI · IA capacity

May 1, 2006 → Jun 7, 2007
Fifth Third Securities, Inc.
Kalamazoo, MI · BC capacity

Oct 21, 2003 → Jun 7, 2007
Amsouth Investment Services, Inc.
Birmingham, AL · BC capacity

Mar 8, 2001 → Aug 18, 2003
Old Kent Financial Advisors
Grand Rapids, MI · BC capacity

Apr 4, 2000 → Feb 5, 2001

Source & corrections

Where this page comes from

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