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 216 of 541

• Erica Dinkel HaymanCRD 3112810 · Jacksonville, FL
  IA RegisteredBroker
• Frank A HaynCRD 1018644 · Bridgewater, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Melissa Scaduto HaynesCRD 6186643 · New York, NY
  IA RegisteredBroker
• Dustin R HaysCRD 7417831 · Venice, FL
  IA RegisteredBroker
• Michael HaysCRD 5347135 · San Francisco, CA
  IA RegisteredBroker
• Sydney M HaysCRD 7656164 · La Jolla, CA
  IA RegisteredBroker
• Thomas P HaysCRD 8067808 · Pasadena, CA
  IA RegisteredBroker
• Jillisa Rae HaywardCRD 7730056 · New York, NY
  IA RegisteredBroker
• Shekhar HazarikaCRD 6925497 · New York, NY
  Broker
• William T HazeltonCRD 1281099 · Albany, NY
  IA RegisteredBroker
• Michael T HazenCRD 7639595 · Randolph, NJ
  IA RegisteredBroker
• Raquel HazenCRD 7964616 · Clackamas, OR
  IA RegisteredBroker
  Disclosure event(s) on record
• Alicia Diane HazlettCRD 6901687 · Kansas City, MO
  Broker
• He HeCRD 8124249 · Issaquah, WA
  IA RegisteredBroker
• Jason Bolin HeCRD 8126382 · San Francisco, CA
  IA RegisteredBroker
• Jingwei HeCRD 7536420 · Bellevue, WA
  IA RegisteredBroker
• Lijun HeCRD 7145543 · Scottsdale, AZ
  IA RegisteredBroker
• Jonathan M HeadleyCRD 6499263 · Richmond, VA
  IA RegisteredBroker
• John HealeyCRD 7052621 · Raleigh, NC
  IA RegisteredBroker
• William Martin HealeyCRD 7123184 · Greenwich, CT
  IA RegisteredBroker
• Carissa Froome HealyCRD 2722636 · Chicago, IL
  IA RegisteredBroker
• Lindsey M HealyCRD 7446525 · Florham Park, NJ
  IA RegisteredBroker
• Cary Allen HearnCRD 6900448 · Chandler, AZ
  IA RegisteredBroker
• Simon Lawrence HeasterCRD 7593723 · Daytona Beach, FL
  IA RegisteredBroker
• Kelly M HeathCRD 5796002 · Los Angeles, CA
  IA RegisteredBroker
• Pamela HeathCRD 3096392 · Saint George, UT
  IA RegisteredBroker
• Charles Crompton HeatonCRD 4582772 · Norfolk, VA
  IA RegisteredBroker
• Nora Anne HeatonCRD 4629481 · Melville, NY
  IA RegisteredBroker
• Thomas M HeatonCRD 2996236 · Richmond, VA
  IA RegisteredBroker
• Joan HebertCRD 1359419 · Beaumont, TX
  IA RegisteredBroker
• Marc J HebertCRD 7604284 · Houston, TX
  IA RegisteredBroker
• Jessica M HeckelCRD 5736998 · Fairfield, CT
  IA RegisteredBroker
• Courtany Elizabeth HeckmanCRD 4863498 · Wyomissing, PA
  IA RegisteredBroker
• Julie L HeckmannCRD 3062718 · Greensburg, PA
  IA RegisteredBroker
• Golda Aku HectorCRD 4003278 · Washington, DC
  IA RegisteredBroker
  Disclosure event(s) on record
• Cynthia HedahlCRD 2330976 · Riverside, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Charles C HeddeCRD 6655477 · Evansville, IN
  IA RegisteredBroker
• Seth John HedgeCRD 6962063 · Billings, MT
  IA RegisteredBroker
  Disclosure event(s) on record
• Damian HedleyCRD 4457179 · San Francisco, CA
  IA RegisteredBroker
• Rayan Kaizad HeerjeeCRD 7273538 · New York, NY
  IA RegisteredBroker
• James Henry HeeryCRD 7138734 · Bethesda, MD
  IA RegisteredBroker
• Ryan Alexander HeeseCRD 7693084 · New York, NY
  IA RegisteredBroker
• Joan Marie HeffernanCRD 3006181 · Pennington, NJ
  IA RegisteredBroker
• Charles Martin HefferonCRD 4315490 · Los Angeles, CA
  IA RegisteredBroker
• Lauryn M HeffnerCRD 7575980 · Albany, NY
  IA RegisteredBroker
• John HeflebowerCRD 2000072 · Napa, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Sean Michael HehnCRD 7639672 · New York, NY
  IA RegisteredBroker
• Shideh Heidarkhani KhamenehCRD 8003385 · Cupertino, CA
  IA RegisteredBroker
• Reem O HeikalCRD 8140587 · Clearwater, FL
  IA RegisteredBroker
• Matthew Paul HeilCRD 7241928 · Napa, CA
  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 29, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.