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 370 of 541

• Martine PateCRD 4162261 · Jupiter, FL
  IA RegisteredBroker
• Anu Shailesh PatelCRD 5526705 · Atlanta, GA
  Broker
• Bela A PatelCRD 2842340 · Short Hills, NJ
  IA RegisteredBroker
• Darshana V PatelCRD 6485792 · New York, NY
  IA RegisteredBroker
• Dipen Anilkumar PatelCRD 3136777 · Jacksonville, FL
  IA RegisteredBroker
• Niki PatelCRD 6284988 · Pennington, NJ
  IA RegisteredBroker
• Paresh K PatelCRD 5240129 · New York, NY
  Broker
• Parul PatelCRD 6491038 · New York, NY
  IA RegisteredBroker
• Rachel PatelCRD 7065410 · Greenwich, CT
  IA RegisteredBroker
• Reshma PatelCRD 5327733 · Wilkes Barre, PA
  IA RegisteredBroker
• Sanjay Rameshbhai PatelCRD 2442015 · New York, NY
  IA RegisteredBroker
• Sonia Anilkumar PatelCRD 3248253 · Iselin, NJ
  IA RegisteredBroker
• Vibha G PatelCRD 4674988 · Iselin, NJ
  IA RegisteredBroker
• Vijay L PatelCRD 5272599 · Atlanta, GA
  IA RegisteredBroker
• Megan A PatenaCRD 5365281 · Fort Lauderdale, FL
  IA RegisteredBroker
• Christopher Scott PaternoCRD 3262506 · Pennington, NJ
  IA RegisteredBroker
• M. A. Paterno-CastelloCRD 1567723 · New York, NY
  IA RegisteredBroker
• Catalina PatinoCRD 5443748 · Miami, FL
  IA RegisteredBroker
• Derek J PatlaCRD 2955807 · Tucson, AZ
  IA RegisteredBroker
• Ian R PatrickCRD 4123780 · Richmond, VA
  IA RegisteredBroker
• Jason Daniel PatrickCRD 4332422 · Franklin, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Ron Thomas PatrickCRD 2533060 · Jacksonville, FL
  IA RegisteredBroker
• Debra Marie PatriquinCRD 2631223 · Newport Beach, CA
  IA RegisteredBroker
• Christopher Joseph PatrittiCRD 2803262 · Clayton, MO
  IA RegisteredBroker
• Samantha A PatronCRD 6344355 · New York, NY
  IA RegisteredBroker
• Jennifer R PattersonCRD 6266111 · Charlottesville, VA
  IA RegisteredBroker
• Maribeth Theresa PattersonCRD 2002106 · Fairfield, CT
  IA RegisteredBroker
• Paul M PattersonCRD 5737882 · Lakeland, FL
  IA RegisteredBroker
• Scott Michael PattersonCRD 4371826 · Charlottesville, VA
  IA RegisteredBroker
• Scott Thomas PattersonCRD 5046153 · Los Angeles, CA
  IA RegisteredBroker
• Glenn Michael PattiCRD 2218714 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Alisa PattonCRD 5238118 · Washington, DC
  IA RegisteredBroker
  Disclosure event(s) on record
• Marie Beth PaturzoCRD 6525179 · Worcester, MA
  IA RegisteredBroker
• Bonnye Kay PaulCRD 2477924 · Birmingham, AL
  IA RegisteredBroker
• Andrea Paul WeissCRD 4072985 · New York, NY
  IA RegisteredBroker
• Joann PauleyCRD 1605007 · Alpharetta, GA
  IA RegisteredBroker
• Arthur Glen PaulinCRD 4939222 · New York, NY
  IA RegisteredBroker
• William Stuart PaulkCRD 4552345 · Columbia, SC
  IA RegisteredBroker
• Michael R PavellCRD 5347545 · Fort Worth, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeremy Joseph PawlakCRD 5939821 · Bellevue, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Brett Andrew PaxmanCRD 5979985 · Lehi, UT
  IA RegisteredBroker
• Eric Scott PayneCRD 2757783 · Indianapolis, IN
  IA RegisteredBroker
• Michael Christopher PayneCRD 1114780 · Manasquan, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Theresa Anne PayneCRD 2673989 · East Brunswick, NJ
  IA RegisteredBroker
• Maro Artemio PazCRD 2951877 · Bend, OR
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher Allen PeacockCRD 5255738 · Jacksonville, FL
  IA RegisteredBroker
• Kent Vincent PearceCRD 2580076 · Towson, MD
  IA RegisteredBroker
  Disclosure event(s) on record
• Louis PearlmanCRD 4107037 · Manasquan, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Eric Dane PearsonCRD 5109919 · Walnut Creek, CA
  IA RegisteredBroker
• Kim Marie PearsonCRD 1200368 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record

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.