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 311 of 541

• Catherine Alejandra MontilvaCRD 6253866 · Miami, FL
  IA RegisteredBroker
• Carlos A MontoyaCRD 6405743 · La Jolla, CA
  IA RegisteredBroker
• Pedro MontoyaCRD 6205838 · Miami, FL
  IA RegisteredBroker
• Hugh Tyler MoodyCRD 3069278 · Atlanta, GA
  IA RegisteredBroker
• Michael Joshua MoodyCRD 4140200 · Miami, FL
  IA RegisteredBroker
• Nicole MoonCRD 7146380 · Coral Gables, FL
  IA RegisteredBroker
• Stephan M MoonesarCRD 5695655 · Egg Harbor Township, NJ
  IA RegisteredBroker
• Alexandra Vandegrift MooreCRD 6558308 · Bala Cynwyd, PA
  IA RegisteredBroker
• Angela MooreCRD 3065918 · Yardley, PA
  IA RegisteredBroker
• Ashley I MooreCRD 4860448 · Little Rock, AR
  IA RegisteredBroker
• Bobby Glen MooreCRD 4302484 · Houston, TX
  IA RegisteredBroker
• Brian Douglas MooreCRD 2488269 · Red Bank, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Courtney MooreCRD 2469396 · New York, NY
  IA RegisteredBroker
• Cristina Gutierrez MooreCRD 1675146 · Houston, TX
  IA RegisteredBroker
• David Michael MooreCRD 5654316 · Chicago, IL
  IA RegisteredBroker
• Deborah Ann MooreCRD 1996511 · New Haven, CT
  IA RegisteredBroker
• Dustin F MooreCRD 5979792 · Jacksonville, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Elizabeth Collier MooreCRD 1697027 · Wellesley Hills, MA
  IA RegisteredBroker
• Gary P MooreCRD 4929847 · Amarillo, TX
  IA RegisteredBroker
• Ginger Leigh MooreCRD 6769767 · Brentwood, TN
  IA RegisteredBroker
• James W MooreCRD 5961385 · Boston, MA
  IA RegisteredBroker
• Jamye A. MooreCRD 4557470 · San Jose, CA
  IA RegisteredBroker
• Jay Paul MooreCRD 4500568 · Richmond, VA
  IA RegisteredBroker
• Jessica M MooreCRD 5915743 · Columbus, OH
  IA RegisteredBroker
• Joel James MooreCRD 4651277 · Chicago, IL
  IA RegisteredBroker
• Justin S MooreCRD 6001708 · Greensboro, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Lauren MooreCRD 6428100 · New York, NY
  IA RegisteredBroker
• Lisa May MooreCRD 5159345 · New York, NY
  Broker
  Disclosure event(s) on record
• Malik Mandel MooreCRD 6359730 · Washington, DC
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew J MooreCRD 3079768 · Allentown, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael M MooreCRD 4206373 · Vienna, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael MooreCRD 5412051 · Allentown, PA
  IA RegisteredBroker
• Patricia Ann MooreCRD 4660357 · Huntersville, NC
  IA RegisteredBroker
• R. Brandon W MooreCRD 6272050 · Richmond, VA
  IA RegisteredBroker
• Robert Lee MooreCRD 1114473 · Wichita, KS
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Glynn MooreCRD 6529764 · Sacramento, CA
  IA RegisteredBroker
• Sarah Camille MooreCRD 6095279 · Bloomfield Hills, MI
  IA RegisteredBroker
• Scott M MooreCRD 6086572 · Stuart, FL
  IA RegisteredBroker
• Terry E MooreCRD 5441101 · Shreveport, LA
  IA RegisteredBroker
• Thomas Wilson MooreCRD 2526192 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• W. T MooreCRD 2998194 · Nashville, TN
  IA RegisteredBroker
• William Thomas MooreCRD 720859 · Newport Beach, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• William Edward MooreCRD 2313901 · Macon, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Janine M MorahanCRD 2416661 · Boston, MA
  IA RegisteredBroker
• Jose MoralesCRD 6062065 · Pasadena, CA
  IA RegisteredBroker
• Leonardo Francisco MoralesCRD 6312133 · Los Angeles, CA
  IA RegisteredBroker
• Michael Christopher MoralesCRD 6108566 · Fort Lee, NJ
  IA RegisteredBroker
• Daniel John MoranCRD 1864762 · Bloomington, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• J Douglas MoranCRD 2772747 · Wayne, PA
  IA RegisteredBroker
• Jackson Reese MoranCRD 5014299 · Nashville, TN
  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.