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 274 of 541

• Zhengbang LiuCRD 6334245 · Atlanta, GA
  IA RegisteredBroker
• Patrick Michael LivelyCRD 2421888 · North Bethesda, MD
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason M. LivernoisCRD 4034965 · Wyandotte, MI
  IA RegisteredBroker
• Michael Gerald LivernoisCRD 2298910 · Wyandotte, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Craig S LivingstonCRD 5922499 · Jacksonville, FL
  IA RegisteredBroker
• David Andrew LivranCRD 5092472 · Denver, CO
  IA RegisteredBroker
• Elizabeta LjuljdurajCRD 8037856 · Bloomfield Hills, MI
  IA RegisteredBroker
• Peter Scott LlagunoCRD 2922077 · New York, NY
  IA RegisteredBroker
• Jorge LlamasCRD 3241370 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• James R LloveraCRD 5892275 · San Diego, CA
  IA RegisteredBroker
• Alina G LloydCRD 4911995 · Palo Alto, CA
  IA RegisteredBroker
• Daniel John LloydCRD 6214645 · Red Bank, NJ
  IA RegisteredBroker
• David C LloydCRD 5526476 · Roanoke, VA
  IA RegisteredBroker
• G K LloydCRD 1508761 · Columbia, SC
  IA RegisteredBroker
  Disclosure event(s) on record
• Justin Harrison LloydCRD 5519067 · Pittsburgh, PA
  IA RegisteredBroker
• William Michael LloydCRD 2860471 · San Jose, CA
  IA RegisteredBroker
• Christyn LoCRD 5202192 · La Jolla, CA
  IA RegisteredBroker
• William Tiu LoCRD 1670769 · New York, NY
  IA RegisteredBroker
• Robert Abraham LobelCRD 3129988 · Short Hills, NJ
  IA RegisteredBroker
• Richard Jeffrey LoberCRD 4176009 · Hazlet, NJ
  IA RegisteredBroker
• Amie Jenai Lock-TseCRD 2518168 · Seattle, WA
  IA RegisteredBroker
• Cathy Louise LockeCRD 2954133 · Dallas, TX
  IA RegisteredBroker
• Ramona Lee LockeCRD 719344 · Dallas, TX
  IA RegisteredBroker
• Carol Lynne LockhartCRD 6179095 · Seattle, WA
  IA RegisteredBroker
• Dana Michael LocniskarCRD 311493 · Bloomfield Hills, MI
  IA RegisteredBroker
• Andrew Hunter LodoenCRD 4152108 · San Francisco, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jennifer LoebCRD 2256777 · Florham Park, NJ
  IA RegisteredBroker
• Nancy Ellen LoebCRD 1564181 · Chicago, IL
  IA RegisteredBroker
• Karl Nathan LoehleCRD 6496392 · Vienna, VA
  IA RegisteredBroker
• Mark LoevingerCRD 5882547 · Toms River, NJ
  IA RegisteredBroker
• Matthew D LoeweCRD 6278415 · Chandler, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeffrey James LofgrenCRD 1291760 · Naples, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• James M LoftusCRD 5643201 · Los Angeles, CA
  IA RegisteredBroker
• Ronald Norman LoftusCRD 1005560 · Springfield, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher J LoganCRD 6091367 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason E LoganCRD 5871528 · New York, NY
  IA RegisteredBroker
• Jennifer A LoganCRD 4848045 · Roseville, CA
  IA RegisteredBroker
• Charlotte Ann LogannCRD 1387909 · Dallas, TX
  IA RegisteredBroker
• Carol A LoguiratoCRD 711971 · New York, NY
  IA RegisteredBroker
• Cliff LohCRD 6256259 · Bellevue, WA
  IA RegisteredBroker
• Lance Allen LohrCRD 2788207 · Cincinnati, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Howard Perry LoitersteinCRD 1629822 · Frontenac, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Jesus Alejandro Loje SanchezCRD 6949382 · San Diego, CA
  IA RegisteredBroker
• David LomanCRD 6223964 · New York, NY
  IA RegisteredBroker
• Andrew C LombardozziCRD 5977936 · New York, NY
  Broker
• Paige Watson LombardyCRD 5034467 · Tuscaloosa, AL
  IA RegisteredBroker
  Disclosure event(s) on record
• Pouneh Vafaeenia LomboyCRD 6074779 · North Ridgeville, OH
  IA RegisteredBroker
• Jay Edwin LometilloCRD 3109301 · Pasadena, CA
  IA RegisteredBroker
• Stephanie Lanelle LominacCRD 5138810 · Houston, TX
  Broker
• Lisa Marie LondonCRD 1373028 · Bloomfield Hills, MI
  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 31, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.