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 275 of 541

• Alexander LondonoCRD 5185706 · Boca Raton, FL
  IA RegisteredBroker
• Jontue Draper LongCRD 4623283 · Philadelphia, PA
  IA RegisteredBroker
• Julie LongCRD 3052159 · Charlotte, NC
  IA RegisteredBroker
• Robert Dennis LongCRD 2554252 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Steven Grant LongCRD 4616284 · New York, NY
  IA RegisteredBroker
• Timothy Joseph LongCRD 2459667 · Grand Rapids, MI
  IA RegisteredBroker
• William Hardy LongCRD 2433843 · Greenville, SC
  IA RegisteredBroker
• Bernadette Marie LongfieldCRD 1488398 · Hanover, NH
  IA RegisteredBroker
• Christopher Michael LonglyCRD 6318061 · Kansas City, MO
  IA RegisteredBroker
• Trent Walker LongneckerCRD 2344606 · Phoenix, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Maria LongoCRD 4895578 · New York, NY
  Broker
• N Sean LongoCRD 4841588 · Bridgewater, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Elena M LongoriaCRD 7041389 · Miami, FL
  IA RegisteredBroker
• Stephen Edward LongstreetCRD 6286709 · New York, NY
  Broker
• Beth LoopCRD 2721604 · State College, PA
  IA RegisteredBroker
• Carla P LopesCRD 5366923 · Miami, FL
  IA RegisteredBroker
• Pamela LopesCRD 4968360 · New York, NY
  Broker
• Alan Alexis LopezCRD 6095763 · Houston, TX
  IA RegisteredBroker
• Dana Lynne LopezCRD 6637653 · Mclean, VA
  IA RegisteredBroker
• Dominic T LopezCRD 5795377 · Chicago, IL
  IA RegisteredBroker
• Eddie Ismael LopezCRD 7565375 · West Palm Beach, FL
  IA RegisteredBroker
• Francisco John LopezCRD 7653001 · Ontario, CA
  IA RegisteredBroker
• Gino Paulo Diaz LopezCRD 6493520 · Palo Alto, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason LopezCRD 6462379 · Newport Beach, CA
  IA RegisteredBroker
• Jeffery LopezCRD 4896884 · New York, NY
  Broker
• Jessica LopezCRD 5395967 · Jersey City, NJ
  IA RegisteredBroker
• Jillian M LopezCRD 5515344 · Miami, FL
  IA RegisteredBroker
• Jonathan J LopezCRD 5944225 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Julian C LopezCRD 3172924 · Daytona Beach, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Odon Noe LopezCRD 4869483 · Houston, TX
  IA RegisteredBroker
• Rolando LopezCRD 6227271 · Newport Beach, CA
  IA RegisteredBroker
• Eric Lopez FarmerCRD 5992402 · Scottsdale, AZ
  IA RegisteredBroker
• Jose Antonio Lopez RodriguezCRD 7680612 · Celebration, FL
  IA RegisteredBroker
• Francisco Bernard Lopez-WernickCRD 6760042 · Fresno, CA
  IA RegisteredBroker
• Stefan G LordCRD 6084199 · Jacksonville, FL
  IA RegisteredBroker
• Fred Gerard LorenzCRD 1190922 · Yardley, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Francisco Thomas LorenzoCRD 4905147 · Garden City, NY
  IA RegisteredBroker
• Jason LorenzoCRD 6932364 · Northbrook, IL
  IA RegisteredBroker
• William Anthony LorenzoCRD 2109303 · New York, NY
  IA RegisteredBroker
• Peter Johnson LoringCRD 3174973 · Florham Park, NJ
  IA RegisteredBroker
• Robert G LoringCRD 5421510 · Boston, MA
  IA RegisteredBroker
• Donna Marie LoroCRD 2499704 · Scottsdale, AZ
  IA RegisteredBroker
• Michelle Elizabeth LosassoCRD 5138228 · Denver, CO
  IA RegisteredBroker
• Kyle Andrew LoschCRD 6658272 · Chicago, IL
  IA RegisteredBroker
• Mary Grace LostetterCRD 2241788 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian T LotitoCRD 4808661 · New York, NY
  IA RegisteredBroker
• Paul Gregory LotitoCRD 2047972 · Paramus, NJ
  IA RegisteredBroker
• Andrew Francis LottmanCRD 6843604 · Bloomfield Hills, MI
  IA RegisteredBroker
• Tina K LouCRD 4598612 · Los Angeles, CA
  Broker
  Disclosure event(s) on record
• Jo Ann LoubetCRD 1248690 · Scottsdale, AZ
  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.