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 360 of 541

• Kenneth O'tooleCRD 4770596 · Wellesley Hills, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Katherine L O'brienCRD 1968654 · New York, NY
  Broker
• Travis John O'brienCRD 2430059 · New York, NY
  IA RegisteredBroker
• Leo Kevin O'connellCRD 2161196 · Newport News, VA
  IA RegisteredBroker
• Paul Francis OakleyCRD 1450529 · Egg Harbor Township, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Yussuf Nathan ObaidCRD 5203022 · Providence, RI
  IA RegisteredBroker
• Sharon F OberlanderCRD 853572 · Chicago, IL
  IA RegisteredBroker
• Dhruv OberoiCRD 3128370 · Short Hills, NJ
  IA RegisteredBroker
• Uchechukwu Franklin ObiCRD 7977070 · Missouri City, TX
  IA RegisteredBroker
• Theodora ObiloCRD 5268937 · Bloomfield Hills, MI
  IA RegisteredBroker
• Iselle ObregonCRD 5925228 · Coral Gables, FL
  IA RegisteredBroker
• Daniel Lowell ObrienCRD 1543155 · Glastonbury, CT
  IA RegisteredBroker
• Philip D ObrienCRD 7162845 · Chandler, AZ
  IA RegisteredBroker
• Barbara Jean ObrochtaCRD 2563449 · South Bend, IN
  IA RegisteredBroker
• Michael Shane OboyleCRD 6275923 · Wilmington, DE
  IA RegisteredBroker
• Brendan W ObrienCRD 5540044 · Hunt Valley, MD
  IA RegisteredBroker
• Colleen Maura ObrienCRD 2374860 · New York, NY
  Broker
• John Terence ObrienCRD 7293292 · New York, NY
  IA RegisteredBroker
• Kevin ObrienCRD 1547733 · New York, NY
  IA RegisteredBroker
• Megan ObrienCRD 6823993 · Wyomissing, PA
  IA RegisteredBroker
• Michael Dennis ObrienCRD 6875649 · Pennington, NJ
  IA RegisteredBroker
• Timothy ObrienCRD 6904466 · New York, NY
  IA RegisteredBroker
• Rosalinda Ocando GarciaCRD 6798034 · Houston, TX
  IA RegisteredBroker
• Thomas R OcchiogrossoCRD 1404984 · Jacksonville, FL
  IA RegisteredBroker
• Rose R OchidoCRD 4119060 · New York, NY
  IA RegisteredBroker
• Dario Alberto OchoaCRD 4248706 · Guaynabo, PR
  IA RegisteredBroker
• Ruby OchoaCRD 2428076 · Princeton, NJ
  Broker
• Paul Steven Ochoa-AlbeloCRD 5944176 · Chicago, IL
  IA RegisteredBroker
• Marc Francis OchsCRD 6219077 · New York, NY
  IA RegisteredBroker
• Michael OchsCRD 6053266 · Schaumburg, IL
  IA RegisteredBroker
• Lawrence Vincent OconnorCRD 813950 · Florham Park, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Patricia Marie OconnorCRD 1462691 · Boca Raton, FL
  IA RegisteredBroker
• Brendan Todd OconnorCRD 7149050 · Chicago, IL
  IA RegisteredBroker
• Justin OconnorCRD 7757537 · Cambridge, MA
  IA RegisteredBroker
• Thomas OconnorCRD 2006007 · New York, NY
  IA RegisteredBroker
• Thomas OconnorCRD 6805485 · New York, NY
  IA RegisteredBroker
• Kiyonobu Keith OdaCRD 1990682 · Honolulu, HI
  IA RegisteredBroker
• Tomoe OdaharaCRD 4809292 · New York, NY
  IA RegisteredBroker
• Ugonna Joy OdoemeneCRD 5551194 · New York, NY
  Broker
• Chad Hamilton OdonnellCRD 6910211 · Houston, TX
  IA RegisteredBroker
• Ryan David OdayCRD 6114884 · New York, NY
  Broker
• Stephen Robert OdonnellCRD 1465297 · Florham Park, NJ
  Broker
• Carolyn OehlerCRD 2629743 · Chesterfield, MO
  Broker
• James M OertlingCRD 5927253 · New York, NY
  IA RegisteredBroker
• Edward J OesterleCRD 2870947 · New York, NY
  IA RegisteredBroker
• Misty Cheree OettelCRD 5641945 · New York, NY
  Broker
• David P OettingCRD 5612094 · Clayton, MO
  IA RegisteredBroker
• Thomas Neil OgarCRD 4797362 · Ann Arbor, MI
  IA RegisteredBroker
• Hong OgleCRD 2473146 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Diedrich Doughty OglesbeeCRD 2941351 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record

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.