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 358 of 541

• Sean Thomas O'brienCRD 2157067 · New York, NY
  IA RegisteredBroker
• Terence O'brienCRD 862916 · Westborough, MA
  IA RegisteredBroker
• Anna O'connellCRD 2351323 · Albuquerque, NM
  IA RegisteredBroker
• Daniel Timothy O'connellCRD 1283449 · Garden City, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Gerard C. O'connellCRD 4069478 · Wayne, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Lucy O'connellCRD 1728163 · Akron, OH
  IA RegisteredBroker
• Michael Vincent O'connellCRD 4625080 · Hunt Valley, MD
  IA RegisteredBroker
• Scott O'connellCRD 5493158 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian F O'connorCRD 5994768 · Los Angeles, CA
  IA RegisteredBroker
• Heather Ryan O'connorCRD 6089592 · Saint Paul, MN
  IA RegisteredBroker
• James Vincent O'connorCRD 1249336 · Albany, NY
  IA RegisteredBroker
• James Morris O'connorCRD 5276194 · Charleston, WV
  IA RegisteredBroker
• James Joseph O'connorCRD 2070483 · Clayton, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• James P O'connorCRD 2054715 · The Woodlands, TX
  IA RegisteredBroker
• Kevin Thomas O'connorCRD 2387258 · Syracuse, NY
  IA RegisteredBroker
• Richard Roderick O'connorCRD 2674649 · New York, NY
  IA RegisteredBroker
• Daniel Timothy O'connellCRD 6663347 · Garden City, NY
  IA RegisteredBroker
• Matthew John O'connellCRD 7191652 · Hingham, MA
  IA RegisteredBroker
• Brian R O'connorCRD 1910395 · Fairfield, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian Shaw O'connorCRD 6810340 · Albany, NY
  IA RegisteredBroker
• Devin Elizabeth O'connorCRD 6664746 · New York, NY
  IA RegisteredBroker
• Grady Daniel O'connorCRD 8185139 · Providence, RI
  Broker
• Kevin O'connorCRD 7076260 · New York, NY
  IA RegisteredBroker
• Kevin O'connorCRD 8045785 · New York, NY
  IA RegisteredBroker
• Kevin A O'connorCRD 7066254 · Providence, RI
  IA RegisteredBroker
• Kimberly A O'connorCRD 3236198 · New York, NY
  IA RegisteredBroker
• Lisa Marie O'connorCRD 1179387 · Albany, NY
  IA RegisteredBroker
• Mary Elizabeth O'connorCRD 2851813 · Florham Park, NJ
  IA RegisteredBroker
• Michael O'connorCRD 2823054 · Norwood, MA
  IA RegisteredBroker
• Otis Leslie O'connorCRD 6357005 · Charleston, WV
  IA RegisteredBroker
• Amelia D O'dellCRD 2281105 · Memphis, TN
  IA RegisteredBroker
• Shane O'dellCRD 5140808 · Fort Walton Beach, FL
  IA RegisteredBroker
• John Ryan O'donnellCRD 6201780 · Pittsburgh, PA
  IA RegisteredBroker
• Mark O'donnellCRD 4302089 · Bloomfield Hills, MI
  IA RegisteredBroker
• John Patrick P O'donoghueCRD 4969061 · Greenwich, CT
  IA RegisteredBroker
• Amanda K. O'dellCRD 6450741 · Cambridge, MA
  IA RegisteredBroker
• Bryant Joseph O'donnellCRD 8305481 · Hauppauge, NY
  IA RegisteredBroker
• Eileen Elizabeth O'donnellCRD 3151451 · New York, NY
  IA RegisteredBroker
• Sean O'donnellCRD 5177726 · New York, NY
  IA RegisteredBroker
• Stephanie Parks O'donnellCRD 5643762 · Daytona Beach, FL
  IA RegisteredBroker
• Suzanne Kay O'donnellCRD 6899106 · Omaha, NE
  IA RegisteredBroker
  Disclosure event(s) on record
• Thomas A O'donnellCRD 3237052 · Pennington, NJ
  IA RegisteredBroker
• Hugh O'driscollCRD 7731239 · Stamford, CT
  IA RegisteredBroker
• Erin Christine O'gradyCRD 4077512 · Garden City, NY
  IA RegisteredBroker
• Melissa Marie O'gradyCRD 5127053 · Charlotte, NC
  Broker
• Thomas Hiram O'gradyCRD 7977020 · Melville, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Baerbel O'haireCRD 1457604 · Vero Beach, FL
  IA RegisteredBroker
• Helen O'haraCRD 1510725 · Exton, PA
  IA RegisteredBroker
• Gregory James O'hareCRD 2000977 · Palm Beach Gardens, FL
  IA RegisteredBroker
• Sydney Clare O'haireCRD 7287529 · Vero Beach, FL
  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 3, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.