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 277 of 541

• Paul John LukasCRD 1226549 · San Jose, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Maggie O LukeCRD 6107051 · New York, NY
  IA RegisteredBroker
• Kelly Marie LukenCRD 2349833 · Miamisburg, OH
  IA RegisteredBroker
• Basilio LukisCRD 4501831 · New York, NY
  IA RegisteredBroker
• Alex Patner LukoffCRD 5075279 · Placentia, CA
  IA RegisteredBroker
• Ana C LuleCRD 5932721 · Palm Harbor, FL
  IA RegisteredBroker
• Steve Patrick LullCRD 2982192 · Westlake, OH
  IA RegisteredBroker
• Kapena Kaumualii LumCRD 4550438 · Hilo, HI
  IA RegisteredBroker
• Mark H LumpaCRD 6402769 · Jacksonville, FL
  IA RegisteredBroker
• Alejandro LunaCRD 6337736 · Charlotte, NC
  IA RegisteredBroker
• Giancarlo LunaCRD 4036682 · Miami, FL
  IA RegisteredBroker
• Jose Luis LunaCRD 6779710 · Sebring, FL
  IA RegisteredBroker
• Donna M Luna De La FuenteCRD 1233452 · San Diego, CA
  IA RegisteredBroker
• Kevin P LundCRD 6686193 · New York, NY
  IA RegisteredBroker
• Lindsey Marie LundCRD 6684333 · Sacramento, CA
  IA RegisteredBroker
• Timothy Michael LundCRD 2313247 · Ocean City, MD
  IA RegisteredBroker
• G Sebastien Lundby-ThomasCRD 6293560 · Philadelphia, PA
  IA RegisteredBroker
• Tea LundellCRD 6348126 · Pittsburg, PA
  IA RegisteredBroker
• Emmy E LundgaardCRD 6086178 · San Antonio, TX
  Broker
• Jason Elliott LundgrenCRD 4203161 · Grand Rapids, MI
  IA RegisteredBroker
• James B LundmarkCRD 5701439 · Bryn Mawr, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jessica Lynn LundquistCRD 6779931 · New York, NY
  IA RegisteredBroker
• Joseph Edward LundyCRD 1032910 · Lancaster, PA
  IA RegisteredBroker
• Paula Marie LundyCRD 3140799 · Houston, TX
  IA RegisteredBroker
• Ryan J LundyCRD 5202966 · Lancaster, PA
  IA RegisteredBroker
• Levan Arness LunsfordCRD 3079028 · Atlanta, GA
  IA RegisteredBroker
• Kang LuoCRD 5214497 · Menlo Park, CA
  IA RegisteredBroker
• Yihe LuoCRD 6230072 · Orlando, FL
  IA RegisteredBroker
• Zhongqi LuoCRD 7386756 · Suwanee, GA
  IA RegisteredBroker
• Jessica LuongCRD 2796187 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael LuparellaCRD 5417281 · New York, NY
  IA RegisteredBroker
• Alida M LupariCRD 4561464 · Jacksonville, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Darren LupariCRD 3276463 · Jacksonville, FL
  IA RegisteredBroker
• Peter John LuppinoCRD 2402406 · New Canaan, CT
  IA RegisteredBroker
• Bryan Glenn LutherCRD 2543605 · Bloomington, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Arthur LutherCRD 4572361 · The Villages, FL
  IA RegisteredBroker
• Barbara Anne LutkeCRD 2775430 · Pinehurst, NC
  IA RegisteredBroker
• Kenneth Duane LutzCRD 6421534 · Reno, NV
  IA RegisteredBroker
• Michael Gailis LutzCRD 1987955 · Denver, CO
  IA RegisteredBroker
• Antony Loughlin LuzCRD 2434293 · Fargo, ND
  IA RegisteredBroker
• Steven LvovskyCRD 1946811 · North Bethesda, MD
  IA RegisteredBroker
  Disclosure event(s) on record
• Charlotte T LyCRD 4556255 · New York, NY
  Broker
• Mark Thomas LydonCRD 3181417 · Wayne, PA
  IA RegisteredBroker
• Peter P LydzinskiCRD 4459773 · Pennington, NJ
  IA RegisteredBroker
• Susan LyleCRD 1980360 · Napa, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Ann Marie LynchCRD 1955132 · New York, NY
  Broker
• Brendan J LynchCRD 5918356 · Westlake Village, CA
  IA RegisteredBroker
• Bridget Ann LynchCRD 4434452 · Chicago, IL
  IA RegisteredBroker
• Jason Daniel LynchCRD 5604322 · Seattle, WA
  IA RegisteredBroker
• John Matthew LynchCRD 2810447 · 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 31, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.