Mirna Succari

CRD 5248733 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Boston, MA

IA RegisteredBroker

Also appears in the source record as: Mirna R. Succari; Mirna Radwan Succari

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 63SIESeries 7Series 6
Registered states (2): Connecticut · Massachusetts
Years in the industry (source record): 20
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 (11)

From the source registration record · current first

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

Jun 13, 2024 → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Boston, MA · BC capacity

start not retrieved → present
J.P. Morgan Securities LLC
BD capacity

Apr 19, 2022 → May 15, 2024
J.P. Morgan Securities LLC
IA capacity

Apr 19, 2022 → May 15, 2024
Citizens Investment Services
IA capacity

Mar 8, 2022 → Mar 14, 2022
Citizens Securities, Inc.
BD capacity

Aug 25, 2021 → Mar 14, 2022
Clarfeld
IA capacity

Sep 6, 2019 → Mar 14, 2022
Citizens Securities, Inc.
IA capacity

Apr 17, 2013 → Jan 8, 2020
Citizens Securities, Inc.
BD capacity

Oct 27, 2009 → Jan 8, 2020
Clarfeld
IA capacity

Aug 15, 2019 → Aug 19, 2019
Banc Of America Investment Services, Inc.
BD capacity

Nov 23, 2006 → Apr 28, 2009

Source & corrections

Where this page comes from

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