Collin Calabrese

CRD 6048930 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Centennial, CO

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 7Series 10Series 9Series 66Series 63
Registered states (1): Colorado
Years in the industry (source record): 9
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 6048930 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 (7)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Centennial, CO · IA capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Centennial, CO · BC capacity

start not retrieved → present
Strategic Advisers LLC
Greenwood Village, CO · IA capacity

Mar 31, 2025 → Apr 13, 2026
Fidelity Brokerage Services LLC
Greenwood Village, CO · BC capacity

May 5, 2023 → Apr 13, 2026
Fidelity Personal And Workplace Advisors
Greenwood Village, CO · IA capacity

Jun 20, 2023 → Mar 31, 2025
Charles Schwab & Co., Inc.
Lone Tree, CO · IA capacity

May 14, 2019 → Nov 22, 2022
Charles Schwab & Co., Inc.
Lone Tree, CO · BC capacity

Sep 26, 2016 → Nov 22, 2022

Source & corrections

Where this page comes from

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