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 372 of 541

• Romain David PerretCRD 6220240 · New York, NY
  Broker
• David Victor PerrineCRD 1539948 · Deer Park, IL
  IA RegisteredBroker
• Bryan P. PerryCRD 4577919 · Manasquan, NJ
  IA RegisteredBroker
• Dana PerryCRD 4402478 · Fort Worth, TX
  IA RegisteredBroker
• Gregory Farley PerryCRD 1970253 · Syracuse, NY
  IA RegisteredBroker
• Michelle A PerryCRD 6122310 · Santa Barbara, CA
  IA RegisteredBroker
• Sarah V PerryCRD 2719402 · Lake Mary, FL
  IA RegisteredBroker
• Scott Everett PerryCRD 2970095 · Jacksonville, FL
  IA RegisteredBroker
• Teresa Ann PerrymanCRD 2858428 · Panama City, FL
  IA RegisteredBroker
• Helen Ann PersichilliCRD 4315252 · Yardley, PA
  IA RegisteredBroker
• Brandon M PerzinCRD 5998645 · Baltimore, MD
  IA RegisteredBroker
• Tatyana PeshkoCRD 5437748 · Tampa, FL
  IA RegisteredBroker
• Chad Benjamin PetersCRD 4042705 · Boulder, CO
  IA RegisteredBroker
• Colin A PetersCRD 6309964 · New York, NY
  Broker
• Deborah Faye PetersCRD 4415186 · New York, NY
  IA RegisteredBroker
• James S PetersCRD 5032348 · New York, NY
  IA RegisteredBroker
• John-Michael PetersCRD 5032306 · Fairfield, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Kristin Ann Mannone PetersCRD 5826389 · Fort Myers, FL
  IA RegisteredBroker
• Robert L PetersCRD 4820225 · Newport Beach, CA
  IA RegisteredBroker
• Stefanie Jill PetersCRD 5089483 · Syracuse, NY
  IA RegisteredBroker
• Stephen William PetersCRD 4024418 · Chesterfield, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeffrey Clark PetersenCRD 6413160 · Vero Beach, FL
  IA RegisteredBroker
• Kathy Shohara PetersenCRD 2265009 · San Diego, CA
  IA RegisteredBroker
• Kurt David PetersenCRD 1645890 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Melina PetersenCRD 4478226 · Omaha, NE
  IA RegisteredBroker
• Brett Andrew PetersonCRD 6272522 · Riverside, RI
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher PetersonCRD 5852082 · Jacksonville, FL
  Broker
• David Michael PetersonCRD 2841786 · Frisco, TX
  IA RegisteredBroker
• Douglas John PetersonCRD 1272062 · Atlanta, GA
  IA RegisteredBroker
• Elena V PetersonCRD 7699621 · El Segundo, CA
  IA RegisteredBroker
• Jayna R PetersonCRD 6326490 · Little Rock, AR
  Broker
• Jennifer Anne PetersonCRD 6768637 · Beverly, MA
  IA RegisteredBroker
• John Edward PetersonCRD 2613261 · Anchorage, AK
  IA RegisteredBroker
• John B PetersonCRD 5786631 · Jacksonville, FL
  IA RegisteredBroker
• Kristen PetersonCRD 4736777 · New York, NY
  IA RegisteredBroker
• Marsha G PetersonCRD 1894422 · Vero Beach, FL
  IA RegisteredBroker
• Matthew PetersonCRD 4853381 · Boston, MA
  IA RegisteredBroker
• Steven D PetersonCRD 5711525 · Pasadena, CA
  IA RegisteredBroker
• Toni L PetersonCRD 5224622 · Las Vegas, NV
  IA RegisteredBroker
• Brian V PetrauskasCRD 4290081 · The Woodlands, TX
  IA RegisteredBroker
• Brock PetrieCRD 5951775 · Charlottesville, VA
  IA RegisteredBroker
• Denise Eileen PetrinCRD 2697597 · Manchester, NH
  IA RegisteredBroker
• Christian Stephen PetroCRD 3097592 · New York, NY
  IA RegisteredBroker
• Petik PetrosyanCRD 6600631 · Pasadena, CA
  IA RegisteredBroker
• Joseph Frederick PetterutoCRD 4152267 · Wellesley Hills, MA
  IA RegisteredBroker
• April Lynn PettinelliCRD 3121575 · Blue Bell, PA
  IA RegisteredBroker
• Richard P PettitCRD 5619614 · Roanoke, VA
  IA RegisteredBroker
• Peyman PezeshkianCRD 5265932 · New York, NY
  IA RegisteredBroker
• Suzanne Marie PfauCRD 2564204 · Darien, CT
  IA RegisteredBroker
• Gregg Arthur PfefferCRD 3126678 · Erie, PA
  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.