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 366 of 541

• Frank M OrricoCRD 7487560 · Knoxville, TN
  IA RegisteredBroker
• Ana Laurence OrriolsCRD 7527699 · Miami, FL
  IA RegisteredBroker
• Keith Nelson OrsabaCRD 7005788 · Fresno, CA
  IA RegisteredBroker
• Analeigha Olivia OrtegaCRD 6317467 · Philadelphia, PA
  IA RegisteredBroker
• Casey Ann OrtizCRD 6983121 · Pennington, NJ
  IA RegisteredBroker
• Christopher OrtizCRD 7623249 · Tamarac, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Isashei OrtizCRD 6592212 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Louis OrtizCRD 7270032 · San Antonio, TX
  IA RegisteredBroker
• Matthew OrtizCRD 6294931 · Chandler, AZ
  IA RegisteredBroker
• Miguel OrtizCRD 4297186 · Aventura, FL
  IA RegisteredBroker
• Norma E OrtizCRD 3090903 · New York, NY
  IA RegisteredBroker
• Juan Ortiz CadenaCRD 7604512 · Kansas City, MO
  IA RegisteredBroker
• Linnette Ortiz RoldanCRD 5192733 · Anchorage, AK
  IA RegisteredBroker
• Philip John OrtolaniCRD 2768358 · Florham Park, NJ
  IA RegisteredBroker
• Christa OrtweinCRD 5598922 · Alpharetta, GA
  IA RegisteredBroker
• Aaron A OsbornCRD 7553465 · Grand Rapids, MI
  IA RegisteredBroker
• Stephen Raymond OsbornCRD 4667295 · San Francisco, CA
  IA RegisteredBroker
• Dan OsborneCRD 1744599 · Henderson, NV
  IA RegisteredBroker
• Kenneth OsborneCRD 6823910 · Charlotte, NC
  IA RegisteredBroker
• Nichole Michelle OsborneCRD 5607067 · Boca Raton, FL
  IA RegisteredBroker
• David C OsburnCRD 4073543 · Everett, WA
  IA RegisteredBroker
• Jose A OsegueraCRD 8194558 · New York, NY
  IA RegisteredBroker
• Jose M OsegueraCRD 7178731 · Murphy, TX
  Broker
• Kevin M OserCRD 4653913 · Winter Park, FL
  IA RegisteredBroker
• Zachary Edward OserCRD 7581545 · Wayne, PA
  IA RegisteredBroker
• Sarah Ellen OseroffCRD 6725752 · State College, PA
  IA RegisteredBroker
• Julianne OshinomiCRD 6333507 · Rolling Hills Estates, CA
  IA RegisteredBroker
• Michelle Anne OsiborskiCRD 6790872 · Grosse Pointe, MI
  Broker
• Laura Anne OsifchinCRD 7006544 · Flemington, NJ
  IA RegisteredBroker
• Thomas P Oskam-MoutonCRD 7624028 · Reno, NV
  IA RegisteredBroker
• Hannah Caroline OslandCRD 8153869 · Raytown, MO
  IA RegisteredBroker
• Dorian F OsmaniCRD 7635440 · Providence, RI
  IA RegisteredBroker
• H David OsnowitzCRD 1416366 · Bloomington, IL
  IA RegisteredBroker
• Mark Isaac OsnowitzCRD 6629953 · Bloomington, IL
  IA RegisteredBroker
• Ernest Bryan OsorioCRD 7901812 · Burbank, CA
  IA RegisteredBroker
• Karen Anne OstartickiCRD 2858388 · Bridgewater, NJ
  IA RegisteredBroker
• E A OstendorffCRD 1363538 · Raleigh, NC
  IA RegisteredBroker
• Natalie L OstendorffCRD 7997494 · Raleigh, NC
  IA RegisteredBroker
• Charles Osterholt IIICRD 2215127 · Saint Petersburg, FL
  IA RegisteredBroker
• David M OstmannCRD 5986627 · Cincinnati, OH
  IA RegisteredBroker
• Daniel Shigemi OsugiCRD 8126602 · Denver, CO
  IA RegisteredBroker
• Patrick Owen OswaldCRD 2262543 · Oakland, CA
  IA RegisteredBroker
• Isabelle D OteroCRD 4726371 · Orlando, FL
  IA RegisteredBroker
• Nicolas OttCRD 7692932 · Chandler, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Gregory OtteCRD 6552063 · Chicago, IL
  IA RegisteredBroker
• Garrit Heinrich OttenCRD 7241234 · Wayzata, MN
  IA RegisteredBroker
• Carolyn B OttenbreitCRD 1576472 · Sparta, NJ
  IA RegisteredBroker
• Brandy Mae Otterbacher RaganCRD 7889785 · Columbia, SC
  IA RegisteredBroker
• Mary Josephine OtterbergCRD 3106688 · Greensboro, NC
  IA RegisteredBroker
• Tanner David OttingerCRD 6960219 · Indianapolis, IN
  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.