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 230 of 541

• Nadeene H ItaniCRD 6901199 · Poway, CA
  IA RegisteredBroker
• Lior ItzhakCRD 6294575 · New York, NY
  IA RegisteredBroker
• Chuck M IvesCRD 2378298 · Brea, CA
  IA RegisteredBroker
• John David IveyCRD 6845966 · Chicago, IL
  IA RegisteredBroker
• Richard Clinton IveyCRD 3083913 · New York, NY
  IA RegisteredBroker
• Zachariah C IvinsCRD 6686194 · Manasquan, NJ
  IA RegisteredBroker
• Ashley IvonsCRD 6309094 · Canton, OH
  IA RegisteredBroker
• Jonathan Alberto IzquierdoCRD 8003231 · Fountain Valley, CA
  IA RegisteredBroker
• Gerald Russell JackCRD 1011188 · Williamsville, NY
  IA RegisteredBroker
• Andrew David JackelCRD 2826862 · New York, NY
  IA RegisteredBroker
• Barrett P JacksonCRD 6377596 · Brea, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Douglas Ward JacksonCRD 2307658 · Little Rock, AR
  IA RegisteredBroker
• Elizabeth Anne JacksonCRD 2847374 · Madison, WI
  IA RegisteredBroker
• Eric John JacksonCRD 4241793 · New York, NY
  IA RegisteredBroker
• Joan JacksonCRD 2685661 · Boca Raton, FL
  IA RegisteredBroker
• Lorri Faye JacksonCRD 4382434 · Henderson, NV
  IA RegisteredBroker
• Lynde Marie JacksonCRD 5602344 · College Station, TX
  IA RegisteredBroker
• Muzzy O JacksonCRD 5842986 · Coral Gables, FL
  IA RegisteredBroker
• Randolph Robert JacksonCRD 7438901 · Charlotte, NC
  IA RegisteredBroker
• Sarah B JacksonCRD 5165584 · Bradenton, FL
  IA RegisteredBroker
• Thomas Francis JacksonCRD 3142538 · Los Angeles, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Mallory Danielle JacobCRD 6445157 · Boulder, CO
  IA RegisteredBroker
• Mahi Jacob RajCRD 8245946 · Clayton, MO
  IA RegisteredBroker
• Ariel JacobsCRD 5409789 · Fort Lee, NJ
  IA RegisteredBroker
• Bryan Phillip JacobsCRD 5961283 · Aventura, FL
  IA RegisteredBroker
• Dvon JacobsCRD 6002720 · New York, NY
  IA RegisteredBroker
• Jay H. JacobsCRD 5769492 · New York, NY
  IA RegisteredBroker
• Jeffrey Alan JacobsCRD 2173892 · New York, NY
  IA RegisteredBroker
• Jeffrey Michael JacobsCRD 2084513 · Wellesley Hills, MA
  IA RegisteredBroker
• Jeremy Adam JacobsCRD 6073607 · Lynbrook, NY
  IA RegisteredBroker
• Lisa Diane JacobsCRD 2625396 · Red Bank, NJ
  IA RegisteredBroker
• Nicholas M JacobsCRD 4388767 · Davenport, IA
  IA RegisteredBroker
• Wendy Noel JacobsCRD 3062733 · Ridgeland, MS
  IA RegisteredBroker
• Jonathan Scott JacobusCRD 6185195 · Saint Petersburg, FL
  IA RegisteredBroker
• Chloe JacquesCRD 6582861 · New York, NY
  IA RegisteredBroker
• Amir JafariariaCRD 6243611 · Chicago, IL
  IA RegisteredBroker
• Anthony Henry JagersCRD 2176116 · Homestead, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Richard John JagodzinskiCRD 2007756 · Mount Laurel, NJ
  IA RegisteredBroker
• Elizabeth JaimesCRD 5760109 · Chicago, IL
  IA RegisteredBroker
• Amit JainCRD 4278748 · Sugar Land, TX
  IA RegisteredBroker
• Diva JainCRD 4949790 · New York, NY
  IA RegisteredBroker
• Neelesh JaiswalCRD 5432793 · Jacksonville, FL
  IA RegisteredBroker
• Ishatou JaitehCRD 6407367 · Riverside, RI
  IA RegisteredBroker
• Kersti JakobsonCRD 5443911 · Pennington, NJ
  IA RegisteredBroker
• Macey Taylor JakubikCRD 6805509 · Houston, TX
  IA RegisteredBroker
• Martin Allan JakubowskiCRD 1191777 · Gilbert, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Leonard Jerome JalliCRD 2390587 · Modesto, CA
  IA RegisteredBroker
• Calvin Jerome JamesCRD 2786368 · Huntsville, AL
  IA RegisteredBroker
• Cary E JamesCRD 5605648 · New York, NY
  IA RegisteredBroker
• Katrina Edwards JamesCRD 2086304 · Raleigh, NC
  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 30, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.