Justin Adam Perry

CRD 7471858 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · New York, NY

IA RegisteredBroker

Also appears in the source record as: Justin A Perry; Justin Perry

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 7TOSeries 6TOSIESeries 65Series 63
Registered states (2): Connecticut · Massachusetts
Years in the industry (source record): 4
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 (7)

From the source registration record · current first

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

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

start not retrieved → present
J.P. Morgan Securities LLC
New Bedford, MA · IA capacity

Feb 22, 2024 → Dec 25, 2025
J.P. Morgan Securities LLC
New Bedford, MA · BC capacity

Feb 22, 2024 → Dec 25, 2025
Citizens Securities, Inc.
Brighton, MA · IA capacity

Oct 20, 2022 → Feb 16, 2024
Citizens Securities, Inc.
Brighton, MA · BC capacity

Sep 2, 2022 → Feb 16, 2024
Nylife Securities LLC
Rockland, MA · BC capacity

Apr 10, 2022 → Jul 18, 2022

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 7471858 ↗ FINRA BrokerCheck record for CRD 7471858 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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