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 362 of 541

• Dennis John OmalleyCRD 2157592 · Blue Bell, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Dennis Nevin OmalleyCRD 6441568 · Blue Bell, PA
  IA RegisteredBroker
• Spencer L OmanCRD 5162066 · Provo, UT
  IA RegisteredBroker
• Stanley O OmosaCRD 6169925 · Seabrook, MD
  IA RegisteredBroker
• Kristyn Brianna OmearaCRD 6562099 · Upper Saint Clair, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kevin Robert OneillCRD 1342631 · Great Neck, NY
  IA RegisteredBroker
• Matthew P OneillCRD 4621201 · Pensacola, FL
  IA RegisteredBroker
• John Luchan OngCRD 1232869 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Dalton James OniferCRD 6425745 · Pennington, NJ
  IA RegisteredBroker
• Brooks Robert OneilCRD 7306668 · Boston, MA
  IA RegisteredBroker
• Patrick S OneilCRD 5002840 · Savannah, GA
  IA RegisteredBroker
• Holly OneillCRD 7379980 · New York, NY
  Broker
• Tyler M OneillCRD 8140577 · Gainesville, FL
  IA RegisteredBroker
• Jennifer Lynn OprinskiCRD 4512244 · Clinton Township, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Anthony Michael OrangeCRD 6212195 · Buffalo, NY
  IA RegisteredBroker
• John J OreillyCRD 4385640 · Pennington, NJ
  IA RegisteredBroker
• Dario Antonio OrellanaCRD 7627573 · Palmdale, CA
  IA RegisteredBroker
• Tiffany OrgillCRD 5190675 · Santa Monica, CA
  IA RegisteredBroker
• Deb L OriansCRD 1500822 · Canton, OH
  IA RegisteredBroker
• Rommel M OrjeCRD 4647952 · New York, NY
  Broker
• Andrea M Orlando-SkewisCRD 4686637 · Roseville, CA
  IA RegisteredBroker
• Laurie Beaton OrnerCRD 4209715 · Bloomfield Hills, MI
  IA RegisteredBroker
• Luisa E. Oropeza FilardoCRD 6341149 · Coral Gables, FL
  IA RegisteredBroker
• Gilbert OrozcoCRD 5635027 · Oakland, CA
  IA RegisteredBroker
• John Richard OrrCRD 2652948 · Atlanta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kyle B OrrCRD 5409515 · Florham Park, NJ
  IA RegisteredBroker
• Timothy Herbert OrrCRD 1480959 · New Canaan, CT
  IA RegisteredBroker
• William Forest OrrCRD 1999157 · Frederick, MD
  IA RegisteredBroker
• Andrew Thomas OrsiniCRD 1322085 · Manchester, NH
  IA RegisteredBroker
• Miguel Angel OrtegaCRD 4975022 · San Diego, CA
  IA RegisteredBroker
• Paul Blane OrtegoCRD 714047 · Baton Rouge, LA
  IA RegisteredBroker
• James William OrtenCRD 2613825 · Monroe, LA
  IA RegisteredBroker
• Chad Andrew OrthCRD 3227329 · Kennewick, WA
  IA RegisteredBroker
• Angelika Helga OrtizCRD 3048427 · Albuquerque, NM
  IA RegisteredBroker
• Jason J OrtizCRD 5433449 · Chicago, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Juan Jose OrtizCRD 8030246 · Chandler, AZ
  IA RegisteredBroker
• Ryan Daniel OrtizCRD 6349831 · San Antonio, TX
  IA RegisteredBroker
• Sandra S OrtizCRD 1678508 · Mcallen, TX
  IA RegisteredBroker
• Sara I OrtizCRD 4467967 · Coral Gables, FL
  IA RegisteredBroker
• Valerie Massiel Ortiz Del ValleCRD 6390325 · Guaynabo, PR
  IA RegisteredBroker
• Alejo OrvananosCRD 4211725 · Houston, TX
  IA RegisteredBroker
• Douglas Philip OsberCRD 1059483 · Naples, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Aimee Gwen OsborneCRD 5121655 · Las Vegas, NV
  IA RegisteredBroker
• Drew Grayson OsborneCRD 6339945 · New York, NY
  IA RegisteredBroker
• Joseph Alexander OsborneCRD 6112033 · Irvine, CA
  IA RegisteredBroker
• Ryan OsborneCRD 6191595 · Jacksonville, FL
  IA RegisteredBroker
• Isaak Eric OsbourneCRD 8199632 · Phoenix, AZ
  IA RegisteredBroker
• Abiodun Omo OsikanluCRD 4767543 · Chicago, IL
  IA RegisteredBroker
• Carleen OsinaCRD 2431290 · Houston, TX
  IA RegisteredBroker
• Brandon J OslundCRD 4916910 · Wayzata, 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.