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 242 of 541

• Walter Robert JosiahCRD 2635170 · Garden City, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Devin Scott JoslynCRD 7316690 · Buffalo, NY
  IA RegisteredBroker
• Ryan JoslynCRD 6666078 · Pittsford, NY
  IA RegisteredBroker
• Zachary J JossCRD 7577354 · Seattle, WA
  IA RegisteredBroker
• Timothy Emmanuel JouCRD 6942437 · Santa Barbara, CA
  IA RegisteredBroker
• Samuel Bailey JowersCRD 7044957 · Atlanta, GA
  IA RegisteredBroker
• Christopher Stephen JoyceCRD 6528452 · Boston, MA
  IA RegisteredBroker
• Peter Mallon JoyceCRD 4674433 · Riverside, RI
  IA RegisteredBroker
• William Daniel JoyceCRD 1951964 · Lake Mary, FL
  IA RegisteredBroker
• Derek JoynerCRD 4075630 · Jacksonville, FL
  IA RegisteredBroker
• Jennifer JoynerCRD 6891420 · Huntersville, NC
  IA RegisteredBroker
• Stephen JozwickCRD 8279687 · Parkville, MD
  Broker
• Irah JuarezCRD 7946408 · Huntington Beach, CA
  IA RegisteredBroker
• Seth I JuarezCRD 8261015 · Riverside, RI
  IA RegisteredBroker
• Walter JuarezCRD 6606679 · Brentwood, TN
  IA RegisteredBroker
• Naima Nigeria JudgeCRD 7825892 · Ponte Vedra Beach, FL
  IA RegisteredBroker
• Allen M JudkinsCRD 8169530 · Albany, NY
  Registration inactive
• Paul JuergensenCRD 870446 · Washington, DC
  IA RegisteredBroker
  Disclosure event(s) on record
• Sean Joseph JulesCRD 5152795 · Chicago, IL
  IA RegisteredBroker
• Adnan JunaidiCRD 6901203 · Arlington Heights, IL
  IA RegisteredBroker
• Peter JunorCRD 6638847 · Rockford, IL
  IA RegisteredBroker
• Christopher W JunquetCRD 7577311 · Red Bank, NJ
  IA RegisteredBroker
• Tracy A JunquetCRD 4497320 · Toms River, NJ
  IA RegisteredBroker
• Alec William JurczynskiCRD 7656008 · Pennington, NJ
  IA RegisteredBroker
• Andrew F JurczynskiCRD 7325449 · Iselin, NJ
  IA RegisteredBroker
• Annette JurkatisCRD 6371154 · Newport Beach, CA
  IA RegisteredBroker
• Alyssa S JurosCRD 1995550 · New York, NY
  IA RegisteredBroker
• Rachel Lashaun JusticeCRD 6591381 · The Woodlands, TX
  IA RegisteredBroker
• Mark Patrick JuttonCRD 7241266 · Los Angeles, CA
  IA RegisteredBroker
• Christoph James KaessCRD 5680259 · New York, NY
  IA RegisteredBroker
• Amanda G KagarabiCRD 7850874 · Seattle, WA
  IA RegisteredBroker
• Bryan James KagariseCRD 6305462 · Knoxville, TN
  IA RegisteredBroker
• Stephanie Lynn KahlCRD 3270531 · Charlotte, NC
  IA RegisteredBroker
• Alexander KahnCRD 5380226 · Palo Alto, CA
  IA RegisteredBroker
• Brett Howard KahnCRD 7400651 · Weston, FL
  IA RegisteredBroker
• Matthew Mitchel KahnCRD 2512176 · South Bend, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Jonathan KahnCRD 6131510 · Jacksonville, FL
  IA RegisteredBroker
• Michael Joseph KahnCRD 2072427 · Weston, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Andrew Joel KahrerCRD 4520592 · Washington, DC
  Broker
• Azin KaiserCRD 6291236 · Clayton, MO
  IA RegisteredBroker
• Matthew John KaiserCRD 2891107 · Short Hills, NJ
  IA RegisteredBroker
• Ajay Crokaldas KajariaCRD 2785749 · Riverside, RI
  IA RegisteredBroker
• Katelin Jean KalalCRD 6431274 · Boston, MA
  IA RegisteredBroker
• Ronda Sue KalamanCRD 2318907 · Atlanta, GA
  IA RegisteredBroker
• Yan KalinerCRD 5395818 · Pennington, NJ
  IA RegisteredBroker
• Jacek KaliszCRD 4589605 · Brooklyn, NY
  IA RegisteredBroker
• Karen KalkinesCRD 6678105 · Forest Hills, NY
  IA RegisteredBroker
• Anthony P. KallabatCRD 4544070 · Dearborn, MI
  IA RegisteredBroker
• Jonathan Wade KallenCRD 2947201 · Pennington, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Zachary David KallickCRD 2652340 · Pennington, 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.