Merrill Lynch, Pierce, Fenner & Smith Incorporated
RIA
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 106 of 541
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William M CourtneyCRD 1828913 · Jacksonville, FLIA RegisteredBrokerDisclosure event(s) on record
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Jennifer Michelle CousartCRD 7946498 · Tinley Park, ILIA RegisteredBroker
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Samuel Howard CoverdaleCRD 6848811 · Chicago, ILIA RegisteredBroker
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Bonnie Leah CovingtonCRD 5294460 · New York, NYIA RegisteredBroker
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Jessica Elise CovitzCRD 7484469 · Boca Raton, FLBroker
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Nina CovrljanCRD 6617382 · Marlton, NJIA RegisteredBroker
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Preston R CowanCRD 7035054 · Oklahoma City, OKIA RegisteredBroker
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Spencer E CowanCRD 6579633 · Pennington, NJIA RegisteredBroker
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Nina Lee CowartCRD 6483728 · State College, PAIA RegisteredBroker
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Trent CowiesonCRD 7043504 · Bradenton, FLIA RegisteredBroker
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Douglas CowlesCRD 1967614 · Los Angeles, CAIA RegisteredBrokerDisclosure event(s) on record
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Terrell Lamont CowvinsCRD 7977096 · Fort Lauderdale, FLIA RegisteredBrokerDisclosure event(s) on record
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Alyssa CoxCRD 7730869 · Bloomfield Hills, MIIA RegisteredBroker
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Kelvin M CoxCRD 6584320 · Jacksonville, FLIA RegisteredBroker
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Kevin D CoxCRD 1911711 · Columbus, OHIA RegisteredBroker
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Seketa CoxCRD 6346487 · New York, NYBroker
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Tara M CoyCRD 7369580 · New York, NYIA RegisteredBroker
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Christian Thomas CoyleCRD 7680558 · New York, NYIA RegisteredBroker
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David Lawrence CrabtreeCRD 2578672 · Reisterstown, MDIA RegisteredBroker
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Richard P CrabtreeCRD 6601677 · Riverside, RIBrokerDisclosure event(s) on record
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Robert Randall CragoCRD 6727997 · Jacksonville, FLIA RegisteredBroker
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Bryden Anthony CraigCRD 8206332 · Sonoma, CAIA RegisteredBroker
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Christopher CraigCRD 7596467 · Dallas, TXIA RegisteredBroker
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Daniel James CraigCRD 7682349 · Louisville, KYBroker
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Heather B CraigCRD 3073667 · Lakeland, FLIA RegisteredBroker
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Kendall Lane CraigCRD 7685854 · Memphis, TNIA RegisteredBroker
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Michael CraigCRD 1241158 · San Jose, CAIA RegisteredBrokerDisclosure event(s) on record
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Richard Liston CraigCRD 1497471 · Fort Worth, TXIA RegisteredBroker
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Sherry E CraigCRD 1258445 · Mckinney, TXIA RegisteredBroker
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Deborah CrainCRD 7656096 · Swansea, ILIA RegisteredBroker
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David CramCRD 7451716 · New York, NYIA RegisteredBroker
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Benjamin CrandallCRD 8027979 · Jacksonville, FLBroker
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John M. CrandallCRD 4945687 · Bloomfield Hills, MIIA RegisteredBroker
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Gary Charles CranfordCRD 1363063 · Henderson, NVIA RegisteredBrokerDisclosure event(s) on record
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Thaddeus CrassCRD 2189838 · Bloomfield Hills, MIIA RegisteredBroker
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Adam M CrawfordCRD 8181815 · Riverside, RIIA RegisteredBroker
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Collin Drew CrawfordCRD 8169349 · Jonesboro, ARIA RegisteredBroker
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David Michael CrawfordCRD 3216999 · Pennington, NJIA RegisteredBroker
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Heather CrawfordCRD 2645066 · Roseville, CAIA RegisteredBroker
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Matthew Thomas CrawfordCRD 6183164 · Bellingham, WAIA RegisteredBroker
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Nicholas Anthony CrawfordCRD 5539587 · Stamford, CTIA RegisteredBroker
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Patrick J CrawfordCRD 8083840 · Philadelphia, PAIA RegisteredBroker
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Serena CrawfordCRD 5922921 · New York, NYIA RegisteredBroker
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Vernon Eugene CrawfordCRD 4725885 · Dallas, TXIA RegisteredBroker
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Brian CrawleyCRD 7261078 · New York, NYIA RegisteredBroker
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Kieran John CreaghCRD 7480903 · New York, NYIA RegisteredBroker
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Andrew J CreanCRD 7400305 · New York, NYIA RegisteredBroker
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Jennifer L CreminCRD 2996221 · Southbury, CTIA RegisteredBroker
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Michael Thomas CresapCRD 4060222 · Pennington, NJIA RegisteredBroker
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Allison N Cresci CallahanCRD 5637914 · Providence, RIIA 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.
SEC IAPD record for firm CRD 7691 ↗
FINRA BrokerCheck record for firm CRD 7691 ↗
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Data compiled Aug 24, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.