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 235 of 541

• Diana E Jordan-GarciaCRD 7637735 · Paramus, NJ
  Broker
  Disclosure event(s) on record
• Debra JorgensenCRD 1303744 · San Francisco, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Samuel R JorgensonCRD 5891252 · Omaha, NE
  IA RegisteredBroker
• Olatunbosun JoseCRD 4579395 · Garden City, NY
  IA RegisteredBroker
• Mariam Z JosephCRD 6435799 · Grand Blanc, MI
  IA RegisteredBroker
• Randy B JosephCRD 6122038 · Salt Lake City, UT
  IA RegisteredBroker
• Shaun JosephCRD 6278544 · Modesto, CA
  IA RegisteredBroker
• Sunil Gopal JoshiCRD 4820929 · Florham Park, NJ
  IA RegisteredBroker
• Mark Preston JoslinCRD 4412930 · Dallas, TX
  IA RegisteredBroker
• Austin James JossCRD 6959166 · West Des Moines, IA
  IA RegisteredBroker
• Melanie Jane JovanovicCRD 4401334 · Garden City, NY
  IA RegisteredBroker
• James Edward JowersCRD 1500780 · Atlanta, GA
  IA RegisteredBroker
• Matthew A JoyCRD 5564171 · Orlando, FL
  IA RegisteredBroker
• Adriane J JoyaCRD 6224406 · Newport Beach, CA
  IA RegisteredBroker
• Austin Laurence JoyalCRD 6255053 · Bridgewater, NJ
  IA RegisteredBroker
• Kathleen Case JoyalCRD 1200456 · Bridgewater, NJ
  IA RegisteredBroker
• Alexander C JoyceCRD 6002998 · Florham Park, NJ
  IA RegisteredBroker
• Elizabeth M JoyceCRD 4878918 · Jacksonville, FL
  Broker
• Lisa M JoyceCRD 5447529 · Wellesley Hills, MA
  IA RegisteredBroker
• Mark Stephen JoyceCRD 1317613 · Boston, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Emmet JoyceCRD 4141943 · Boston, MA
  IA RegisteredBroker
• Donna Elaine JoynerCRD 3020726 · Alpharetta, GA
  IA RegisteredBroker
• Karen L JoynerCRD 2272828 · Westfield, NJ
  IA RegisteredBroker
• James Richard JoynesCRD 1861005 · Duluth, MN
  IA RegisteredBroker
• Nubia A JuarezCRD 5344718 · New York, NY
  Broker
• Robert Adair JubaCRD 3248562 · Amarillo, TX
  IA RegisteredBroker
• Kristopher JuddCRD 6332229 · New York, NY
  IA RegisteredBroker
• Michael Richard JudgeCRD 5490102 · La Jolla, CA
  IA RegisteredBroker
• Terrence JudgeCRD 2807708 · North Bethesda, MD
  IA RegisteredBroker
• William R JuergensCRD 4495457 · Ann Arbor, MI
  IA RegisteredBroker
• Michael Keyman JuhnCRD 4085614 · Forest Hills, NY
  IA RegisteredBroker
• Ashley L JuilianiCRD 5459207 · Jacksonville, FL
  IA RegisteredBroker
• Andre JulianCRD 2799633 · Laguna Niguel, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Joseph M JulianoCRD 5539327 · Fairfield, CT
  IA RegisteredBroker
• Alfonso E JuliaoCRD 5683059 · Miami, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Krystal M JuliusCRD 5449938 · Wayzata, MN
  IA RegisteredBroker
• Samuel Anthony JuneCRD 5589657 · Irvine, CA
  IA RegisteredBroker
• Benjamin Anthony JuniorCRD 6718981 · New York, NY
  IA RegisteredBroker
• Marisa D JunkinsCRD 6541065 · Athens, GA
  IA RegisteredBroker
• Andres JuradoCRD 5976516 · New York, NY
  IA RegisteredBroker
• Robert Mark JurkiewiczCRD 1965905 · Denver, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Douglas Clinton JusticeCRD 705868 · Atlanta, GA
  IA RegisteredBroker
• Brandon Clay JustusCRD 6398190 · Monroe, LA
  IA RegisteredBroker
• Mohammad JabbariCRD 5792751 · Brea, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher JablonskyCRD 7273060 · Chicago, IL
  IA RegisteredBroker
• Jason Lamarr JackCRD 6756684 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Younger JackCRD 7740627 · Mount Laurel, NJ
  IA RegisteredBroker
• Alexia Mamie JacksonCRD 7305852 · Chicago, IL
  IA RegisteredBroker
• Chace Christian Antony JacksonCRD 6981675 · Scottsdale, AZ
  IA RegisteredBroker
• Connor JacksonCRD 6948828 · Florham Park, NJ
  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.