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 363 of 541

• Brett B OslundCRD 2519747 · Wayzata, MN
  IA RegisteredBroker
• Matthew Ryan OsmanCRD 5621566 · Pennington, NJ
  IA RegisteredBroker
• Michael Richard OsterCRD 2344553 · Oakland, CA
  IA RegisteredBroker
• Carl George OstermanCRD 4517675 · Towson, MD
  IA RegisteredBroker
• Ann Janina OstrowskiCRD 1306821 · Palm Beach, FL
  IA RegisteredBroker
• Daniel K OtakieCRD 4938469 · Towson, MD
  IA RegisteredBroker
• Michael Fisher OttawayCRD 2183260 · Bloomfield Hills, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Eric Ervin OttenCRD 5968003 · Omaha, NE
  IA RegisteredBroker
• Darrin Dewain OttingerCRD 2253846 · Indianapolis, IN
  IA RegisteredBroker
• Michael OttomanelliCRD 4904173 · Vienna, VA
  IA RegisteredBroker
• Ashley Carrington OtooleCRD 7568095 · San Francisco, CA
  IA RegisteredBroker
• Kevin B OuCRD 5470720 · Rolling Hills Estates, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Cindy Ann OughCRD 2519846 · The Woodlands, TX
  IA RegisteredBroker
• Hovig Paul OunjianCRD 6936767 · Burbank, CA
  IA RegisteredBroker
• Ofer OurielCRD 1797577 · Fort Lee, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Adrienne Marie OutmanCRD 4853458 · Mckinney, TX
  IA RegisteredBroker
• Robert Winthrop OuttrimCRD 830045 · New Haven, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert OuttrimCRD 5698788 · New Haven, CT
  IA RegisteredBroker
• Jason Patrick OverCRD 5064814 · New York, NY
  IA RegisteredBroker
• Brian E OverboCRD 4914280 · Aspen, CO
  IA RegisteredBroker
• Kent Weston OverholtCRD 1767736 · Vienna, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Paige Marie OvertonCRD 2466757 · Oxnard, CA
  IA RegisteredBroker
• David Scott OwensCRD 5531931 · Conshohocken, PA
  IA RegisteredBroker
• Gary Warren OwensCRD 1048781 · Boca Raton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Gary Patrick OwensCRD 5771578 · Boca Raton, FL
  IA RegisteredBroker
• Kevin Michael OwensCRD 5429263 · Miami, FL
  IA RegisteredBroker
• Trenton B OwensCRD 5992682 · Southlake, TX
  IA RegisteredBroker
• Jason W OxendineCRD 5083364 · New York, NY
  Broker
• Benjamin A OxnardCRD 6123271 · Jacksonville, FL
  IA RegisteredBroker
• Garrett B OzbunCRD 5676171 · Cape Girardeau, MO
  IA RegisteredBroker
• Leslie Marie OzmunCRD 5237849 · Canton, OH
  IA RegisteredBroker
• Garrett William OakeyCRD 8261165 · Oak Brook, IL
  IA RegisteredBroker
• Lawrence Alexander OakleyCRD 7123605 · Ponte Vedra Beach, FL
  IA RegisteredBroker
• Gerald R Obando AbadCRD 5146116 · Newport Beach, CA
  IA RegisteredBroker
• Benjamin M OberfeldCRD 7560880 · Minneapolis, MN
  IA RegisteredBroker
• James Lawrence OberheideCRD 2402924 · Chicago, IL
  IA RegisteredBroker
• Paul Edward OberstCRD 7608520 · Atlanta, GA
  IA RegisteredBroker
• Christopher J ObertCRD 7326936 · Springfield, MO
  IA RegisteredBroker
• Christian Hector OblitasCRD 6801181 · Boca Raton, FL
  IA RegisteredBroker
• Michael ObradovitsCRD 5727515 · Frontenac, MO
  IA RegisteredBroker
• Willington ObregonCRD 2012137 · Charlotte, NC
  Broker
• Connor P ObrienCRD 7593858 · Buffalo, NY
  IA RegisteredBroker
• Mark Joseph ObrienCRD 7624036 · Wake Forest, NC
  IA RegisteredBroker
• Francisco OcampoCRD 6586059 · New York, NY
  Broker
• Eugene R OcasioCRD 4640989 · Ontario, CA
  IA RegisteredBroker
• James M OcchiatoCRD 4756570 · Atlanta, GA
  IA RegisteredBroker
• Cristian OchoaCRD 7991674 · Los Angeles, CA
  IA RegisteredBroker
• Zachary OchsenschlagerCRD 7679066 · Carmel, IN
  IA RegisteredBroker
• Waina Octavius FrancoeurCRD 7709528 · Marietta, GA
  IA RegisteredBroker
• Dominic Giovanni OddoCRD 7241274 · Bloomfield Hills, MI
  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.