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 285 of 541

• Ronald B LeviCRD 6502868 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Mitchell Micah LevinCRD 7124981 · Newport Beach, CA
  IA RegisteredBroker
• Samuel LevinCRD 7754201 · Jacksonville, FL
  IA RegisteredBroker
• Nicholas M LevineCRD 7922700 · Boston, MA
  IA RegisteredBroker
• Samuel John LevineCRD 7678575 · Burlington, MA
  IA RegisteredBroker
• Vitaliy LevineCRD 5438464 · Fort Lauderdale, FL
  IA RegisteredBroker
• Julio E LevisohnCRD 7205798 · Lexington, KY
  IA RegisteredBroker
• Blake A LevitCRD 5957726 · Northbrook, IL
  IA RegisteredBroker
• Jeffrey Alan LevittCRD 6655559 · Mckinney, TX
  IA RegisteredBroker
• Mary LevyCRD 5039399 · Los Angeles, CA
  IA RegisteredBroker
• Cole Christopher LewallenCRD 6099847 · Chandler, AZ
  Broker
• Mark A LewandowskiCRD 4627385 · Pleasanton, CA
  IA RegisteredBroker
• Sandra LewandowskiCRD 6288989 · Stamford, CT
  IA RegisteredBroker
• Zachary LewerCRD 6795752 · Charlotte, NC
  IA RegisteredBroker
• Michael LewickiCRD 7210540 · Brooklyn, NY
  IA RegisteredBroker
• Allston K LewisCRD 7932293 · Alpharetta, GA
  IA RegisteredBroker
• Andrew D. LewisCRD 7446123 · Oak Park Heights, MN
  IA RegisteredBroker
• Charles Richard LewisCRD 703777 · San Francisco, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Charles LewisCRD 7692990 · Ontario, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher A LewisCRD 1719199 · Doylestown, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Dana Laine LewisCRD 5487264 · Fort Worth, TX
  IA RegisteredBroker
• Edward Michael LewisCRD 6849882 · New York, NY
  Broker
• Jovann Craig LewisCRD 7717928 · Chandler, AZ
  IA RegisteredBroker
• Kaitlin L LewisCRD 8003302 · Marble Falls, TX
  IA RegisteredBroker
• Kelly Marie LewisCRD 6655415 · Bend, OR
  IA RegisteredBroker
• Kelly Christine LewisCRD 7165863 · Baltimore, MD
  IA RegisteredBroker
• Nathan James LewisCRD 8261348 · Pennington, NJ
  Broker
• Thomas Matthew LewisCRD 6964989 · Doylestown, PA
  IA RegisteredBroker
• Timothy LewisCRD 7240891 · Tacoma, WA
  IA RegisteredBroker
• Brady LewkowiczCRD 6381562 · Bloomfield Hills, MI
  IA RegisteredBroker
• David M LewsonCRD 3219920 · Ridgefield, CT
  IA RegisteredBroker
• Ethan P LexCRD 8118841 · Cincinnati, OH
  IA RegisteredBroker
• Arnoldo Daniel LezamaCRD 7668154 · New York, NY
  IA RegisteredBroker
• Leah Eileen LezanicCRD 6651154 · Wayne, PA
  IA RegisteredBroker
• Annie LiCRD 7358257 · Los Angeles, CA
  IA RegisteredBroker
• Anson LiCRD 6635932 · Alhambra, CA
  IA RegisteredBroker
• Ethan Junyan LiCRD 7988492 · New York, NY
  IA RegisteredBroker
• Guanlin LiCRD 8101672 · Portland, OR
  IA RegisteredBroker
• Jialin LiCRD 8126336 · Troy, MI
  IA RegisteredBroker
• Jingjing LiCRD 7964636 · Sacramento, CA
  IA RegisteredBroker
• Junhong LiCRD 8101957 · Redmond, WA
  IA RegisteredBroker
• Lu LiCRD 8169335 · Seattle, WA
  IA RegisteredBroker
• Qimeng LiCRD 7076628 · Union City, CA
  IA RegisteredBroker
• Sai LiCRD 8216512 · Melville, NY
  IA RegisteredBroker
• Shuxin LiCRD 7049200 · Melville, NY
  IA RegisteredBroker
• Siyuan LiCRD 7481308 · New York, NY
  IA RegisteredBroker
• Steven LiCRD 6605626 · Arcadia, CA
  IA RegisteredBroker
• Taoran LiCRD 6942949 · Pasadena, CA
  IA RegisteredBroker
• Weiqing LiCRD 8153800 · Palo Alto, CA
  IA RegisteredBroker
• Xiaoye LiCRD 7310117 · New York, NY
  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 Sep 1, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.