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 359 of 541

• Kevin Geoffrey O'haraCRD 6315240 · New York, NY
  IA RegisteredBroker
• Ryan Gregory O'hareCRD 7160476 · Atlanta, GA
  IA RegisteredBroker
• Pierce Christian O'hernCRD 8157037 · New York, NY
  Broker
• Alexa N O'hollarenCRD 6994345 · Las Vegas, NV
  IA RegisteredBroker
• Liam Joseph O'kaneCRD 5065174 · New York, NY
  IA RegisteredBroker
• Karen O'kaneCRD 4940571 · New York, NY
  IA RegisteredBroker
• Kyle O'keefeCRD 7552579 · Saint Petersburg, FL
  IA RegisteredBroker
• Kelsey Suzanne Mathies O'kellyCRD 7484863 · Summit, NJ
  Broker
• Brian Christopher O'learyCRD 4875930 · Great Neck, NY
  IA RegisteredBroker
• Mark J O'learyCRD 1407413 · Fort Lauderdale, FL
  IA RegisteredBroker
• John K O'learyCRD 4929153 · Pennington, NJ
  IA RegisteredBroker
• Amber Angelyn O'malleyCRD 4163750 · Chicago, IL
  IA RegisteredBroker
• Debra Ann O'malleyCRD 2816125 · Philadelphia, PA
  IA RegisteredBroker
• Patrick Daniel O'malleyCRD 3166225 · New York, NY
  IA RegisteredBroker
• Thomas O'meraCRD 5143180 · Chicago, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• James Michael O'malleyCRD 1847672 · Pennington, NJ
  Broker
• Julia M O'maraCRD 5773859 · Charlotte, NC
  IA RegisteredBroker
• Camper O'nealCRD 4942942 · Birmingham, AL
  IA RegisteredBroker
• Carrie O'neilCRD 5159896 · Guilford, CT
  IA RegisteredBroker
• Kevin O'neilCRD 5898695 · Savannah, GA
  IA RegisteredBroker
• Kevin A O'neilCRD 4900552 · Pennington, NJ
  Broker
• Kimberly Ann O'neilCRD 5458173 · New York, NY
  Broker
• Robin Lyn O'neilCRD 2455684 · Billings, MT
  IA RegisteredBroker
• Ryan O'neilCRD 6113052 · Paramus, NJ
  IA RegisteredBroker
• Joseph John O'neillCRD 2045296 · Wayne, PA
  IA RegisteredBroker
• Margot Ann O'neillCRD 1044708 · Summit, NJ
  IA RegisteredBroker
• Michael O'neillCRD 5562282 · New York, NY
  IA RegisteredBroker
• Robert S O'neillCRD 6009594 · Chicago, IL
  IA RegisteredBroker
• Brian H O'neilCRD 871181 · Hunt Valley, MD
  IA RegisteredBroker
  Disclosure event(s) on record
• G Michael O'neilCRD 2069370 · Darien, CT
  IA RegisteredBroker
• John O'neilCRD 6105048 · Paramus, NJ
  IA RegisteredBroker
• Liam Barry O'neilCRD 2647051 · New York, NY
  IA RegisteredBroker
• Michael James O'neilCRD 6611807 · Frisco, TX
  IA RegisteredBroker
• James Patrick O'neillCRD 2153243 · Pennington, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• John J O'neillCRD 4579591 · New York, NY
  IA RegisteredBroker
• Shane Thomas O'neillCRD 8216446 · Pennington, NJ
  IA RegisteredBroker
• Debbie J O'parkaCRD 2403076 · Bloomfield Hills, MI
  IA RegisteredBroker
• James Sean O'reillyCRD 2934509 · Cincinnati, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Mary Elizabeth O'reillyCRD 2603285 · Alexandria, VA
  IA RegisteredBroker
• Brian Joseph O'reganCRD 2936892 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Connor Michael O'reillyCRD 7020986 · Bridgewater, NJ
  IA RegisteredBroker
• James O'reillyCRD 5614137 · Mequon, WI
  IA RegisteredBroker
• Helen D O'rourkeCRD 6760049 · Melville, NY
  IA RegisteredBroker
• John O'rourkeCRD 7879388 · Coral Gables, FL
  IA RegisteredBroker
• Patrick K O'rourkeCRD 5836374 · New York, NY
  Broker
• Brian Joseph O'sheaCRD 4771303 · Augusta, GA
  IA RegisteredBroker
• James F O'sullivanCRD 865729 · Washington, DC
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephen David O'sullivanCRD 2609324 · Tulsa, OK
  IA RegisteredBroker
• William J O'shaughnesseyCRD 1739562 · Macon, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Joseph O'tooleCRD 2413840 · Clifton Park, NY
  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.