Merrill Lynch, Pierce, Fenner & Smith Incorporated
RIA
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 312 of 541
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Patrick L MoranCRD 5570647 · Bloomfield Hills, MIIA RegisteredBroker
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Philip Stafford MoranCRD 1267708 · New York, NYIA RegisteredBroker
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Robert K MoranCRD 4829755 · Dallas, TXIA RegisteredBroker
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Thomas S MoranCRD 6072967 · Washington, DCIA RegisteredBroker
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Thomas R MoranCRD 5259766 · Greenwich, CTIA RegisteredBroker
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Ross E MorandCRD 6233307 · Cincinnati, OHIA RegisteredBroker
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Barry Douglas MordisCRD 2317946 · Boca Raton, FLIA RegisteredBrokerDisclosure event(s) on record
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Pamela Joy MorelandCRD 4076501 · Fort Lauderdale, FLIA RegisteredBroker
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Monique M MorenoCRD 5375986 · Napa, CAIA RegisteredBroker
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Jason Bradley MoretzCRD 4920851 · Roanoke, VAIA RegisteredBroker
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Michael D MoreyCRD 6000689 · New York, NYIA RegisteredBroker
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Bryan Scott MorganCRD 2859711 · Birmingham, ALIA RegisteredBroker
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Christie MorganCRD 6338892 · Vancouver, WAIA RegisteredBroker
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Gary Eugene MorganCRD 1517009 · Macon, GAIA RegisteredBrokerDisclosure event(s) on record
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Jamie Christopher MorganCRD 4189954 · Cincinnati, OHIA RegisteredBroker
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Jennifer Susanne MorganCRD 1672753 · Houston, TXIA RegisteredBroker
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John William MorganCRD 2646836 · San Antonio, TXIA RegisteredBroker
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Kyle William MorganCRD 2610322 · Vero Beach, FLIA RegisteredBrokerDisclosure event(s) on record
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Samuel A MorganCRD 6413731 · Bala Cynwyd, PAIA RegisteredBroker
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Stacey Lynn MorganCRD 2358021 · Bellevue, WAIA RegisteredBroker
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Vicki A MorganCRD 2644505 · Tampa, FLIA RegisteredBroker
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Nicole MorganheiraCRD 2967868 · Bala Cynwyd, PAIA RegisteredBroker
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Sharon A MorgantiCRD 2434592 · Everett, WAIA RegisteredBroker
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Eugene Saichi MoriCRD 5755680 · Beverly Hills, CAIA RegisteredBroker
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James F MoriartyCRD 5374723 · New York, NYIA RegisteredBroker
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Francois Alexandre MorinCRD 2781497 · Darien, CTIA RegisteredBroker
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Brett I MoritzCRD 3122963 · Hunt Valley, MDIA RegisteredBrokerDisclosure event(s) on record
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James S MornerCRD 4977718 · Seal Beach, CAIA RegisteredBrokerDisclosure event(s) on record
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Ann Marie MorrisCRD 1395786 · Pittsford, NYIA RegisteredBroker
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Archie Jay MorrisCRD 1037933 · Columbus, GAIA RegisteredBroker
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Blake MorrisCRD 5766818 · Annapolis, MDIA RegisteredBroker
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Chau N MorrisCRD 5802529 · Palm Harbor, FLIA RegisteredBroker
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Ken MorrisCRD 4496220 · San Diego, CAIA RegisteredBroker
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Robert Lee MorrisCRD 5213866 · New York, NYIA RegisteredBroker
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Robert Macklin MorrisCRD 6386977 · Wellesley Hills, MAIA RegisteredBroker
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Shawn M MorrisCRD 4537666 · Miamisburg, OHIA RegisteredBroker
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Andrew John MorrisonCRD 4201207 · Pittsburgh, PAIA RegisteredBroker
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Daniel J MorrisonCRD 5617286 · Sioux Falls, SDIA RegisteredBroker
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Kristin M MorrisonCRD 6310768 · New York, NYBrokerDisclosure event(s) on record
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Rick Eldon MorrisonCRD 6436351 · Clayton, MOIA RegisteredBroker
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John MorrisseyCRD 6453167 · Jacksonville, FLIA RegisteredBroker
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Patricia A MorrisseyCRD 4220771 · West Islip, NYIA RegisteredBroker
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Heather N MorrowCRD 5244687 · Leawood, KSIA RegisteredBroker
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Cynthia Ann MorseCRD 1307062 · West Hartford, CTIA RegisteredBroker
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Jeffrey J MorseCRD 4260222 · Chicago, ILIA RegisteredBroker
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Richard Lance MorseCRD 2410788 · Melville, NYIA RegisteredBrokerDisclosure event(s) on record
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Austin Michael MortimerCRD 7168440 · Columbus, OHIA RegisteredBroker
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Claudine R MoscardelliCRD 4323041 · Springfield, ILIA RegisteredBroker
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Scott William MoseleyCRD 3039030 · Fresno, CAIA RegisteredBroker
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Michael MosesCRD 5396811 · Boston, MAIA 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.
SEC IAPD record for firm CRD 7691 ↗
FINRA BrokerCheck record for firm CRD 7691 ↗
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Data compiled Sep 1, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.