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 365 of 541

• Ryan C OlsenCRD 5510276 · Great Neck, NY
  IA RegisteredBroker
• Samuel James OlsenCRD 7991931 · Winston Salem, NC
  IA RegisteredBroker
• Thomas Henry OlsenCRD 7192025 · Charlotte, NC
  IA RegisteredBroker
• Kelli OlsheskiCRD 6644691 · Fort Collins, CO
  IA RegisteredBroker
• Almog OlshteinCRD 6687355 · Greensboro, NC
  IA RegisteredBroker
• Christian Mark OlsonCRD 8242162 · Farmington Hills, MI
  IA RegisteredBroker
• Deeanne C OlsonCRD 2584252 · Newport Beach, CA
  IA RegisteredBroker
• Janine Deforge OlsonCRD 2488382 · Wellesley Hills, MA
  IA RegisteredBroker
• Jonathan OlsonCRD 6962198 · Worcester, MA
  IA RegisteredBroker
• Lauren Anna OlsonCRD 7180009 · Chicago, IL
  IA RegisteredBroker
• Ryan Charles OlsonCRD 5022706 · San Francisco, CA
  IA RegisteredBroker
• William Ryan OlsonCRD 7913807 · Cincinnati, OH
  IA RegisteredBroker
• Luke M OlthoffCRD 7942829 · Kansas City, MO
  IA RegisteredBroker
• Daniel OlveraCRD 7487534 · Chicago, IL
  IA RegisteredBroker
• Giovanny OlveraCRD 7086398 · Garland, TX
  IA RegisteredBroker
• Yu OmiyaCRD 7513133 · New York, NY
  IA RegisteredBroker
• Devin OnCRD 7390348 · New York, NY
  IA RegisteredBroker
• Henry OnCRD 8129403 · Los Angeles, CA
  IA RegisteredBroker
• Map K OnCRD 6402347 · Chestnut Hill, MA
  IA RegisteredBroker
• Maria C OndreyCRD 4008935 · Jacksonville, FL
  IA RegisteredBroker
• Jonathan Ross T OngCRD 6757776 · Jacksonville, FL
  IA RegisteredBroker
• Lei-Choon OngCRD 4245970 · Boston, MA
  IA RegisteredBroker
• Micahl A OngCRD 7124148 · Seattle, WA
  IA RegisteredBroker
• Gabriella M OnggaraCRD 8279383 · Los Angeles, CA
  Broker
• Ann T OnhaizerCRD 1703798 · Virginia Beach, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Gabrielle OpiekunCRD 7253202 · Riverside, RI
  IA RegisteredBroker
• Robert Mark OpsahlCRD 5395388 · New York, NY
  Broker
• Chukwuemeka Felix OrakwueCRD 8014900 · Melville, NY
  IA RegisteredBroker
• Thomas Michael OramCRD 3075749 · New York, NY
  Broker
• Patricia Diane OrantekCRD 5037185 · Akron, OH
  IA RegisteredBroker
• James M OrdersCRD 2529269 · Baltimore, MD
  IA RegisteredBroker
• Carlos OrdonezCRD 4442106 · New York, NY
  Broker
  Disclosure event(s) on record
• Raul Ordoqui GattornoCRD 7178820 · Miami, FL
  IA RegisteredBroker
• Julietta OreeCRD 5121332 · Charlotte, NC
  IA RegisteredBroker
• Mario R OrellanaCRD 6607518 · Bakersfield, CA
  IA RegisteredBroker
• Bekah OrendacCRD 8025968 · Leawood, KS
  IA RegisteredBroker
  Disclosure event(s) on record
• Harrison B OrendorfCRD 6004759 · Akron, OH
  IA RegisteredBroker
• Devon Gabriella OriundoCRD 7757455 · New York, NY
  IA RegisteredBroker
• Miguel OrjuelaCRD 2935308 · Chicago, IL
  IA RegisteredBroker
• John OrlandoCRD 7369587 · Chicago, IL
  Broker
• Spencer Jeffrey OrlandoCRD 7946500 · Traverse City, MI
  IA RegisteredBroker
• Christine Elizabeth OrmsbeeCRD 2919987 · Clifton Park, NY
  IA RegisteredBroker
• Jessica OrnelasCRD 8194116 · Orange, CA
  IA RegisteredBroker
• David S OrnsteinCRD 2189530 · Darien, CT
  IA RegisteredBroker
• Uriel OrozcoCRD 7991662 · El Monte, CA
  IA RegisteredBroker
• Valente Orozco-VillasenorCRD 7159427 · Las Vegas, NV
  IA RegisteredBroker
  Disclosure event(s) on record
• Anne Elsebeth OrrCRD 7897452 · New Canaan, CT
  IA RegisteredBroker
• Caleb E OrrCRD 6956034 · Florham Park, NJ
  IA RegisteredBroker
• James P OrrCRD 2527765 · Rome, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Oscar OrregoCRD 2960737 · Scottsdale, AZ
  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.