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 367 of 541

• Jill OttoCRD 5802360 · Miami, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Molly Kay OttosonCRD 8147009 · Chicago, IL
  IA RegisteredBroker
• Rico OtwayCRD 6358974 · New York, NY
  IA RegisteredBroker
• Mouhammad R OuedraogoCRD 7808104 · Greenwood Village, CO
  IA RegisteredBroker
• Jennifer J. OuelletteCRD 6589997 · New York, NY
  Broker
• Sean S. OvelmenCRD 7100349 · Santa Barbara, CA
  IA RegisteredBroker
• Gary OvsakCRD 1487767 · Bellevue, WA
  IA RegisteredBroker
• Sara OwenCRD 3264508 · New York, NY
  IA RegisteredBroker
• Davis Paul OwensCRD 6720817 · Denver, CO
  IA RegisteredBroker
• Elizabeth A OwensCRD 6375867 · Clayton, MO
  IA RegisteredBroker
• Eric Mason OwensCRD 6896922 · Bellevue, WA
  IA RegisteredBroker
• Joshua M OwensCRD 6578536 · Jacksonville, FL
  IA RegisteredBroker
• Tiffany Lane OwensCRD 4899189 · Kansas City, MO
  IA RegisteredBroker
• Trent A OwensCRD 4214558 · Lexington, KY
  IA RegisteredBroker
• Matthew OwtenCRD 6449785 · Jacksonville, FL
  IA RegisteredBroker
• Frederick Owusu-SekyereCRD 7639505 · New York, NY
  IA RegisteredBroker
• Jay R OyerCRD 4357678 · Denver, CO
  IA RegisteredBroker
• Bart Branum OzbunCRD 1382448 · Cape Girardeau, MO
  IA RegisteredBroker
• Kelly PabstCRD 6222038 · Ocala, FL
  IA RegisteredBroker
• Deborah A PaceCRD 1177277 · White Plains, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Demetra James PaceCRD 1315193 · Leawood, KS
  IA RegisteredBroker
• Jenny Helen PaceCRD 2554829 · Lakewood Ranch, FL
  IA RegisteredBroker
• Charles O PacekCRD 5268779 · Chandler, AZ
  IA RegisteredBroker
• Thomas Theodore PacekCRD 4810563 · Saginaw, MI
  IA RegisteredBroker
• Nelson Martin PachasCRD 2730239 · New York, NY
  Broker
• Lisa PachecoCRD 7007637 · Rancho Santa Fe, CA
  IA RegisteredBroker
• Natalie PachecoCRD 6424213 · Mcallen, TX
  IA RegisteredBroker
• Miguel F Pacheco JrCRD 5735708 · Beverly, MA
  IA RegisteredBroker
• Geraldine Ann PacorCRD 4297388 · Wayne, PA
  IA RegisteredBroker
• Victoria PadalaCRD 1760767 · Melville, NY
  IA RegisteredBroker
• Diane Helen PadalinoCRD 2757517 · Denver, CO
  IA RegisteredBroker
• Christopher Aaron PadgettCRD 1715120 · Indianapolis, IN
  IA RegisteredBroker
• Hugo Armando PadillaCRD 5505488 · Los Angeles, CA
  IA RegisteredBroker
• Jean Paul PadillaCRD 5429626 · Coral Gables, FL
  IA RegisteredBroker
• Michael J PadillaCRD 6113523 · North Bethesda, MD
  IA RegisteredBroker
• Mercedes PadinCRD 6320917 · Naples, FL
  IA RegisteredBroker
• John Gregory PaffendorfCRD 4479783 · Los Angeles, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Tino John PaganoCRD 2178666 · Newport Beach, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Donald Robert PageCRD 5086237 · Washington, DC
  IA RegisteredBroker
• William Edward PageCRD 4794362 · Pittsford, NY
  IA RegisteredBroker
• Kyle Nathaen PaguioCRD 7140850 · Honolulu, HI
  IA RegisteredBroker
• Andrew J PahlCRD 6127168 · Greenwood Village, CO
  IA RegisteredBroker
• Ian Russell PajcicCRD 4032124 · Ponte Vedra Beach, FL
  IA RegisteredBroker
• Andrew PakisCRD 3066933 · Pennington, NJ
  IA RegisteredBroker
• Lucilo R PalacioCRD 4291754 · Miami, FL
  IA RegisteredBroker
• Joseph John PalatucciCRD 2881564 · Hanover, NH
  IA RegisteredBroker
• Laura Caroline PalenciaCRD 7556666 · Los Angeles, CA
  IA RegisteredBroker
• Abhishek PaliwalCRD 6377995 · New York, NY
  IA RegisteredBroker
• Robert Allen PalkeCRD 5925101 · Chandler, AZ
  IA RegisteredBroker
• Christina Elizabeth PallanCRD 5059378 · Santa Monica, CA
  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 4, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.