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 25 of 541
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John BarretCRD 6088983 · Fort Worth, TXIA RegisteredBroker
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Christopher C BarrettCRD 2891137 · Farmington Hills, MIIA RegisteredBroker
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John Christian BarrettCRD 1491194 · New York, NYIA RegisteredBroker
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Robert Hugh BarretteCRD 2172288 · Wellesley Hills, MAIA RegisteredBrokerDisclosure event(s) on record
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Scott BarringtonCRD 4240547 · Manasquan, NJIA RegisteredBroker
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Stephen E BarronCRD 6137981 · Washington, DCIA RegisteredBroker
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Damien Rolando BarrosCRD 6779340 · Arlington, VAIA RegisteredBroker
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Casey Brad BarryCRD 2616589 · Wichita Falls, TXIA RegisteredBrokerDisclosure event(s) on record
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Jessica G BarryCRD 5072992 · Savannah, GAIA RegisteredBroker
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John Andrew BarryCRD 1207754 · White Plains, NYIA RegisteredBrokerDisclosure event(s) on record
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John BarryCRD 5382975 · Leawood, KSIA RegisteredBroker
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Jonathan Lehman BarryCRD 6425606 · Jacksonville, FLIA RegisteredBroker
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William B BarryCRD 6068650 · Boston, MAIA RegisteredBroker
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Travis John BarsottiCRD 4038024 · Lake Oswego, ORIA RegisteredBroker
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Camelia Youssef BarsoumCRD 4047875 · Beverly Hills, CAIA RegisteredBrokerDisclosure event(s) on record
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Bruce Gregory BarthCRD 13880 · Short Hills, NJIA RegisteredBrokerDisclosure event(s) on record
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James T BarthCRD 1907544 · Jacksonville, FLBroker
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Leah Marie BartleyCRD 4673893 · Manchester, NHIA RegisteredBroker
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Mandy Suzanne BartonCRD 4818383 · New York, NYIA RegisteredBroker
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William David BartonCRD 4033167 · Portsmouth, NHIA RegisteredBroker
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Paul Edward BartschiCRD 4198048 · Westlake Village, CAIA RegisteredBrokerDisclosure event(s) on record
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Meredith Lynne BarwickCRD 2087472 · Atlanta, GAIA RegisteredBrokerDisclosure event(s) on record
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Arthur Bruce BarzilayCRD 838347 · Crystal Bay, NVIA RegisteredBroker
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Rachel L BarzilayCRD 5573736 · Boca Raton, FLIA RegisteredBroker
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Ajanta BasakCRD 5602891 · Foster City, CAIA RegisteredBroker
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Rebecca D BasbaCRD 3066570 · Pasadena, CAIA RegisteredBrokerDisclosure event(s) on record
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Desmond Alexander BascombeCRD 6183702 · Pembroke Pines, FLIA RegisteredBroker
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Carla BashanCRD 2549028 · Weston, FLIA RegisteredBroker
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David Jay BassCRD 2343904 · Boca Raton, FLIA RegisteredBroker
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Ian Ben BassCRD 5459387 · Stamford, CTIA RegisteredBrokerDisclosure event(s) on record
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Patsy June BassCRD 2918185 · Nashville, TNIA RegisteredBroker
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Destiny Lynn BassettCRD 3272134 · Seattle, WAIA RegisteredBroker
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George Rodney BassettCRD 5031604 · Washington, DCIA RegisteredBrokerDisclosure event(s) on record
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Renee BassoCRD 4534636 · Fairfield, CTBrokerDisclosure event(s) on record
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Edward BastidasCRD 4115647 · Coral Gables, FLIA RegisteredBroker
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Mary S. BatchaCRD 4398854 · Princeton, NJIA RegisteredBroker
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Lisa Dolores BatchoCRD 4417324 · Lake Mary, FLIA RegisteredBroker
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Michael Bruce BatesCRD 4119051 · Alpharetta, GAIA RegisteredBrokerDisclosure event(s) on record
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John Edward BatistaCRD 6827542 · New York, NYIA RegisteredBroker
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Amanda Leigh BattagliaCRD 6311824 · Upper Saint Clair, PAIA RegisteredBroker
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Christopher J BattagliaCRD 6049928 · New York, NYIA RegisteredBroker
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Dante P BattagliaCRD 2710151 · Williamsville, NYIA RegisteredBrokerDisclosure event(s) on record
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Julia BattagliaCRD 3202249 · Garden City, NYIA RegisteredBrokerDisclosure event(s) on record
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Kendra E BattershellCRD 2519837 · Fort Wayne, INIA RegisteredBroker
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Scott Allen BauchmoyerCRD 6710697 · Westlake, OHIA RegisteredBroker
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Alexander L BauerCRD 5977497 · Fairfield, CTIA RegisteredBroker
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Lauren Ashley BauerCRD 6441424 · Erie, PAIA RegisteredBroker
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David William BaughCRD 858800 · Indianapolis, INIA RegisteredBrokerDisclosure event(s) on record
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Carole BaumanCRD 6098535 · New York, NYIA RegisteredBroker
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Norman R BaumanCRD 5441900 · Pennington, NJIA 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 21, 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.