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 310 of 541

• Nancy Moak-MarshallCRD 1413513 · Syracuse, NY
  IA RegisteredBroker
• Candice L MobleyCRD 4169524 · Ridgeland, MS
  IA RegisteredBroker
• John B MobleyCRD 4135151 · Atlanta, GA
  IA RegisteredBroker
• Wanda J MobleyCRD 2062176 · Hartford, CT
  IA RegisteredBroker
• Alyssa C MoederCRD 2671950 · New York, NY
  IA RegisteredBroker
• Mary Jo MoehlenhofCRD 2755395 · Peoria, IL
  IA RegisteredBroker
• Matthew MoellerCRD 5902056 · Saint Simons Island, GA
  IA RegisteredBroker
• Stephen Russell MoellerCRD 6347736 · Pennington, NJ
  IA RegisteredBroker
• Carter MoffittCRD 7672606 · Provo, UT
  IA RegisteredBroker
• Boris Leonidovich MogilevskiyCRD 6805419 · Los Angeles, CA
  IA RegisteredBroker
• Susan F MogulCRD 1090230 · Columbus, OH
  IA RegisteredBroker
• Neil B MohagheghCRD 5501073 · Seattle, WA
  IA RegisteredBroker
• Ashar Khan Mohamed KhanCRD 8126343 · Naperville, IL
  IA RegisteredBroker
• Vikas MohindraCRD 5250908 · New York, NY
  IA RegisteredBroker
• Brian R MohlerCRD 5422709 · Hunt Valley, MD
  IA RegisteredBroker
• Jacob Wayne MohrCRD 3102736 · Henderson, NV
  IA RegisteredBroker
• Carlos I MojicaCRD 4033720 · New York, NY
  Broker
• Sharon Yuen MokCRD 2857501 · San Mateo, CA
  IA RegisteredBroker
• George Preston MolerCRD 841948 · Jupiter, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Kyle Lee MolesCRD 5076340 · Chicago, IL
  IA RegisteredBroker
• Daniel MolinaCRD 5595697 · San Antonio, TX
  IA RegisteredBroker
• Karen MolinaCRD 4930101 · Melville, NY
  IA RegisteredBroker
• Marianny Paola Molina ToroCRD 7814270 · Miami, FL
  IA RegisteredBroker
• Dominick MolinaroCRD 4866224 · Elmont, NY
  IA RegisteredBroker
• Valerie Marie MolinaroCRD 4016459 · Palm Beach, FL
  IA RegisteredBroker
• John Charles MolkentinCRD 1632690 · Miami, FL
  IA RegisteredBroker
• Patrick John MollenkampCRD 2135964 · Toledo, OH
  IA RegisteredBroker
• Francesco D MolloCRD 4942378 · Princeton, NJ
  IA RegisteredBroker
• Daniel MolloyCRD 6495315 · Pennington, NJ
  IA RegisteredBroker
• Sean Anthony MoloneyCRD 2262096 · Latham, NY
  IA RegisteredBroker
• Chris A MomirovCRD 5569955 · New York, NY
  IA RegisteredBroker
• Sean Michael MonacoCRD 7061995 · Baltimore, MD
  IA RegisteredBroker
• Eric Holt MonaghanCRD 4954443 · Stuart, FL
  IA RegisteredBroker
• Kathleen MonahanCRD 6121697 · Westfield, NJ
  IA RegisteredBroker
• Timothy Vaughan MonahanCRD 2525511 · Jacksonville, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Nicole MonchikCRD 5165071 · Boston, MA
  IA RegisteredBroker
• Rebecca MoncivaezCRD 4558036 · Indianapolis, IN
  IA RegisteredBroker
• Season J MondinoCRD 5407203 · Auburn, MA
  IA RegisteredBroker
• Stephanie Angela MondragonCRD 6729357 · Chandler, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Philip Edward MonierCRD 2421619 · Southlake, TX
  IA RegisteredBroker
• Jon M MonkCRD 5287297 · Salt Lake City, UT
  IA RegisteredBroker
• Pledger E MonkCRD 2960979 · Little Rock, AR
  IA RegisteredBroker
• Carmen Richard MonksCRD 1693360 · Boston, MA
  IA RegisteredBroker
• Joshua D MonsonCRD 6397508 · Little Rock, AR
  IA RegisteredBroker
• James Joseph MontaltoCRD 1017800 · Ridgefield, CT
  IA RegisteredBroker
• Victor D MontasCRD 5680219 · Bridgewater, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Ariel MontesCRD 6072966 · Jacksonville, FL
  IA RegisteredBroker
• Carina Montes De Oca ChimanCRD 7927203 · Chandler, AZ
  IA RegisteredBroker
• Gloria Eleonora MontesinosCRD 2762097 · Mill Valley, CA
  IA RegisteredBroker
• Tracy A MontgomeryCRD 4278722 · Manasquan, 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 Sep 1, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.