Merrill Lynch, Pierce, Fenner & Smith Incorporated

Firm record

As recorded in SEC IAPD

Firm CRD

7691

SEC number

801-14235

Firm type

RIA

Assets under management

$1.8T as of Jun 29, 2026

Website

www.merrilledge.com/GUIDED-INVESTING ↗

Phone

800-637-7455

Address

One Bryant Park, New York, NY, 10036

Advisors at this firm

27,029 in our index · page 100 of 541

• Robert Kyle ClementsCRD 5730827 · Grand Rapids, MI
  IA RegisteredBroker
• Kristina A ClemenzCRD 6307607 · Riverhead, NY
  IA RegisteredBroker
• Gregory ClemmerCRD 5176609 · Newport Beach, CA
  IA RegisteredBroker
• Shayne ClephaneCRD 7750087 · Cincinnati, OH
  Broker
• Spencer CliftCRD 7262838 · Dallas, TX
  IA RegisteredBroker
• Brendan Michael ClooneyCRD 8101705 · Jacksonville, FL
  IA RegisteredBroker
• Megan E CloughCRD 5702417 · New York, NY
  IA RegisteredBroker
• Grayson William Charles ClountzCRD 7757333 · Chicago, IL
  IA RegisteredBroker
• Scott David CloutierCRD 2719636 · Duluth, GA
  IA RegisteredBroker
• Matt L CloverCRD 7718643 · Tulsa, OK
  IA RegisteredBroker
• Morgan L CloydCRD 7469574 · Grosse Pointe, MI
  IA RegisteredBroker
• Erin L CoakleyCRD 4832031 · Naples, FL
  IA RegisteredBroker
• Ryan John CoakleyCRD 6561931 · Middletown, NY
  IA RegisteredBroker
• Jay CobarrubiasCRD 7443362 · Newport Beach, CA
  IA RegisteredBroker
• Christian CobbCRD 5726511 · Lake Oswego, OR
  IA RegisteredBroker
• David Eugene CobbCRD 7624251 · Dallas, TX
  IA RegisteredBroker
• Meredith A CobbCRD 7922267 · Amarillo, TX
  IA RegisteredBroker
• Michael C CobbCRD 6595932 · San Jose, CA
  IA RegisteredBroker
• Sarah M CobleCRD 6548163 · Greensboro, NC
  IA RegisteredBroker
• Brian Nelson CoburnCRD 7857353 · Walnut Creek, CA
  IA RegisteredBroker
• Lee Ann CoburnCRD 4256285 · Walnut Creek, CA
  IA RegisteredBroker
• Elizabeth D CochranCRD 5943106 · New York, NY
  IA RegisteredBroker
• Kevin CochranCRD 6511127 · Frisco, TX
  IA RegisteredBroker
• Matthew R CochranCRD 6122808 · Columbus, OH
  IA RegisteredBroker
• Cavon Edwin CockrumCRD 6677091 · Wichita, KS
  IA RegisteredBroker
  Disclosure event(s) on record
• Alan James CoddingtonCRD 7883557 · Palo Alto, CA
  IA RegisteredBroker
• Jennifer CodyCRD 7213758 · Ocala, FL
  IA RegisteredBroker
• John Patrick CodyCRD 49467 · Los Angeles, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Thomas Frederick CodyCRD 7595411 · Raleigh, NC
  IA RegisteredBroker
• Timothy CodyCRD 5865909 · Chicago, IL
  IA RegisteredBroker
• Brian Silverio CoelhoCRD 7797138 · Princeton, NJ
  IA RegisteredBroker
• Joshua CoelloCRD 7015659 · Los Angeles, CA
  IA RegisteredBroker
• Joey Ray CoffeyCRD 7032723 · New York, NY
  IA RegisteredBroker
• Tanner Regis CogarCRD 6449905 · Pittsburgh, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Allison Bequel CogburnCRD 7241270 · Cincinnati, OH
  IA RegisteredBroker
• Megan J CogginCRD 6827524 · Atlanta, GA
  IA RegisteredBroker
• Anthony J CognettaCRD 6055242 · Saint Paul, MN
  IA RegisteredBroker
• Abraham G CohenCRD 2606506 · New York, NY
  IA RegisteredBroker
• Alan P CohenCRD 7647108 · Melville, NY
  IA RegisteredBroker
• Alexander C CohenCRD 7480206 · Stuart, FL
  IA RegisteredBroker
• Clayton CohenCRD 6423147 · New York, NY
  IA RegisteredBroker
• Cherie CohenCRD 2242892 · Melville, NY
  IA RegisteredBroker
• David Edward CohenCRD 4199261 · Bradenton, FL
  IA RegisteredBroker
• Derek Gregory CohenCRD 2382493 · Wilmington, NC
  IA RegisteredBroker
• Jane CohenCRD 7145614 · Hingham, MA
  IA RegisteredBroker
• Joshua CohenCRD 4887466 · Bridgewater, NJ
  IA RegisteredBroker
• Kyle Joel CohenCRD 6749708 · Atlanta, GA
  IA RegisteredBroker
• Mateo Irad CohenCRD 7942846 · New York, NY
  Broker
• Matthew Weiss CohenCRD 7265509 · Cambridge, MA
  IA RegisteredBroker
• Mitchell CohenCRD 5626104 · New York, NY
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 24, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.