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 288 of 541

• Mark A. LivingstonCRD 1035655 · Bridgewater, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew William LivingstonCRD 2745732 · Pennington, NJ
  IA RegisteredBroker
• Samuel Dunbar LivingstonCRD 7635381 · Boston, MA
  IA RegisteredBroker
• Don Charles LivioCRD 5637889 · Cincinnati, OH
  IA RegisteredBroker
• Stefan LivseyCRD 7893144 · Boston, MA
  IA RegisteredBroker
• Christina LizaCRD 6643709 · Jersey City, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Edward LizotteCRD 6130756 · Great Neck, NY
  IA RegisteredBroker
• Cindy LlamasCRD 5458337 · New York, NY
  Broker
• Cynthia LlewelynCRD 2067618 · Provo, UT
  IA RegisteredBroker
• Jessica LlorensCRD 4983646 · Tampa, FL
  IA RegisteredBroker
• Sarah Katrina LloydCRD 7033727 · Atlanta, GA
  IA RegisteredBroker
• Chungyanjoanne LoCRD 6695547 · Oakland, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Megan LoiaconoCRD 7385552 · Garden City, NY
  IA RegisteredBroker
• James M LobocchiaroCRD 7714975 · North Bethesda, MD
  IA RegisteredBroker
• Jason Douglas LockCRD 2103268 · Pasadena, CA
  IA RegisteredBroker
• William F LockeCRD 7569037 · New York, NY
  IA RegisteredBroker
• Charissa M LockettCRD 6915125 · New York, NY
  IA RegisteredBroker
• Austin Daniel LocklearCRD 6619780 · Austin, TX
  IA RegisteredBroker
• Benjamin A LockwoodCRD 4379568 · Lexington, KY
  IA RegisteredBroker
• Jacob Patrick Levy LoelCRD 7513141 · Chandler, AZ
  IA RegisteredBroker
• Antonio LoezaCRD 6901208 · Dallas, TX
  IA RegisteredBroker
• Thomas J LoffredoCRD 7568742 · New York, NY
  Broker
• Sheri H LoftonCRD 5468100 · Pennington, NJ
  IA RegisteredBroker
• Daniel William LoftusCRD 4688089 · Doylestown, PA
  IA RegisteredBroker
• Harry Charles LoftusCRD 1733345 · Frisco, TX
  IA RegisteredBroker
• Robert LoftusCRD 7713890 · Evanston, IL
  IA RegisteredBroker
• Herbert Anthony LoganCRD 1379220 · New York, NY
  Broker
• Jay LoganCRD 7348074 · Buffalo, NY
  IA RegisteredBroker
• Matthew Hinton LoganCRD 6861256 · Houston, TX
  IA RegisteredBroker
• Robert Joseph LoganCRD 7543758 · Providence, RI
  IA RegisteredBroker
• Yeva LoginaCRD 6969925 · Newport Beach, CA
  IA RegisteredBroker
• Jason A LoitersteinCRD 4858408 · Frontenac, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Phoebe Michelle LokCRD 7118708 · New York, NY
  IA RegisteredBroker
• Scott N LollarCRD 3053546 · Swansea, IL
  IA RegisteredBroker
• Bret Bret LomaxCRD 2125302 · Pensacola, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Anthony D LombardiCRD 7608696 · White Plains, NY
  IA RegisteredBroker
• Daniel Timothy LombardiCRD 4137286 · Orland Park, IL
  IA RegisteredBroker
• James Oscar Maxwell LonaeusCRD 7802942 · Washington, DC
  Broker
• Hunter M LongCRD 7352599 · Phoenix, AZ
  IA RegisteredBroker
• Joseph A LongCRD 4359368 · Columbus, OH
  IA RegisteredBroker
• Kelly LongCRD 7870970 · Knoxville, TN
  Broker
• Michael R LongCRD 4573189 · Reston, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Phillip LongCRD 5836059 · New York, NY
  Broker
• Richard Phillip LongCRD 7589258 · Pennington, NJ
  IA RegisteredBroker
• Olivia Therese Long-GarciaCRD 7406685 · Chandler, AZ
  IA RegisteredBroker
• Colin James LongacreCRD 6630854 · Omaha, NE
  Registration inactive
• Ryan Robert LongfieldCRD 4232693 · Hanover, NH
  IA RegisteredBroker
• Kevin J LongoCRD 5832246 · Oak Brook, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Ramina Sood LoombaCRD 8169531 · Conyers, GA
  IA RegisteredBroker
• L Quinn LooperCRD 7577324 · Houston, TX
  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.