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 361 of 541

• James T OgradyCRD 5949957 · Florham Park, NJ
  IA RegisteredBroker
• Lisa M OgramCRD 4001417 · Deland, FL
  IA RegisteredBroker
• Mark Joseph OgrenCRD 1421736 · Bloomington, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Amy OhCRD 3078210 · Raleigh, NC
  IA RegisteredBroker
• Ryan Sungkyun OhCRD 7977054 · Centreville, VA
  IA RegisteredBroker
• Seung Hwan OhCRD 7991847 · Chicago, IL
  IA RegisteredBroker
• Matthew Thomas OharaCRD 1947684 · Boston, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kellie A OhareCRD 6468805 · Palm Beach Gardens, FL
  IA RegisteredBroker
• Douglas Jameson OhnsmanCRD 3013728 · Jacksonville, FL
  IA RegisteredBroker
• Conor S OhaireCRD 7961432 · Vero Beach, FL
  Broker
• Colin Francis OhareCRD 7144753 · Atlanta, GA
  IA RegisteredBroker
• Ronnie OjeraCRD 6131217 · New York, NY
  IA RegisteredBroker
• Paul J OkeefeCRD 2174459 · Clinton Township, MI
  IA RegisteredBroker
• Thomas Mambro OkomoCRD 4067801 · Wellesley Hills, MA
  IA RegisteredBroker
• Nnesochi A OkonkwoCRD 3005536 · New York, NY
  IA RegisteredBroker
• Jason OkrentCRD 7179262 · Seattle, WA
  IA RegisteredBroker
• Conor OkeefeCRD 5688814 · Boston, MA
  IA RegisteredBroker
• Michael OkeefeCRD 7173790 · Providence, RI
  IA RegisteredBroker
  Disclosure event(s) on record
• Owen OkeefeCRD 7680580 · Florham Park, NJ
  IA RegisteredBroker
• Emily Long OldhamCRD 4572835 · Macon, GA
  Broker
• Joseph OldhamCRD 8028725 · Los Angeles, CA
  Broker
• Al OlivaCRD 5772077 · Alpharetta, GA
  IA RegisteredBroker
• Yatsay Oliva-TorresCRD 6999283 · Jacksonville, FL
  IA RegisteredBroker
• Damian M OlivasCRD 4633207 · San Diego, CA
  IA RegisteredBroker
• Robert Jeffrey OliverCRD 4724149 · Orlando, FL
  IA RegisteredBroker
• Tammie Kay OliverCRD 6465154 · Rogers, AR
  Broker
• Annette OliverasCRD 2176460 · Southlake, TX
  Broker
• Rosario M OliveriCRD 4142553 · San Jose, CA
  IA RegisteredBroker
• Armando Ronald OlivieriCRD 1019665 · Greenwich, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• James P OlivoCRD 4053774 · Ridgefield, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Nathan Darcell OllieCRD 7241201 · Memphis, TN
  IA RegisteredBroker
• Bryan J OllierCRD 6286846 · New York, NY
  IA RegisteredBroker
• Brian T OlmoCRD 5389373 · San Francisco, CA
  IA RegisteredBroker
• Douglas M OlmsteadCRD 5929248 · Tacoma, WA
  IA RegisteredBroker
• Neil OlmsteadCRD 6751843 · Boca Raton, FL
  IA RegisteredBroker
• Seun G OlojolaCRD 5543080 · Washington, DC
  IA RegisteredBroker
• Casey Serena OlsenCRD 4751465 · Stamford, CT
  IA RegisteredBroker
• Peter Edward OlsenCRD 4162031 · Pennington, NJ
  IA RegisteredBroker
• Tami Marie OlsenCRD 4670597 · Portland, OR
  IA RegisteredBroker
• Craig E OlsonCRD 5810581 · New York, NY
  Broker
• Dana Katherine OlsonCRD 1977822 · Charlotte, NC
  IA RegisteredBroker
• David Robert OlsonCRD 1092569 · Sioux Falls, SD
  IA RegisteredBroker
• Jeffrey Martin OlsonCRD 4219601 · Minneapolis, MN
  IA RegisteredBroker
• John David OlsonCRD 707984 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Kyle E OlsonCRD 6205568 · New York, NY
  IA RegisteredBroker
• Matthew B OlsonCRD 4453360 · Cincinnati, OH
  IA RegisteredBroker
• Robert E OlsonCRD 1295835 · Encino, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Magnus Per OlssonCRD 4022933 · New York, NY
  IA RegisteredBroker
• Matilda J OluochCRD 5694164 · New York, NY
  Broker
• Roan OlearyCRD 8169545 · Roseville, MN
  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.