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 382 of 541

• Harish PasupuletiCRD 5574416 · Princeton, NJ
  IA RegisteredBroker
• Jerel PatchCRD 6221713 · Pittsburgh, PA
  IA RegisteredBroker
• Kevin Patrick PatchCRD 4235704 · Jacksonville, FL
  Broker
• Brian Daniel PateCRD 5734778 · New York, NY
  Broker
• John R PateCRD 1805356 · Santa Barbara, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jonathan Michael PateCRD 8181786 · Lakeland, FL
  IA RegisteredBroker
• Abhishek Pradip PatelCRD 8181957 · Pennington, NJ
  IA RegisteredBroker
• Aksha Chhotubhai PatelCRD 8245912 · New York, NY
  IA RegisteredBroker
• Alak S PatelCRD 6136896 · New York, NY
  Broker
• Amiben PatelCRD 7292365 · Fort Lauderdale, FL
  IA RegisteredBroker
• Ayushkumar Manishkumar PatelCRD 8180656 · Pennington, NJ
  IA RegisteredBroker
• Christina M PatelCRD 5961931 · Alpharetta, GA
  IA RegisteredBroker
• Dev M PatelCRD 2584308 · Pennington, NJ
  IA RegisteredBroker
• Dhaval PatelCRD 6909359 · Chicago, IL
  IA RegisteredBroker
• Falguni M PatelCRD 4172800 · Ontario, CA
  IA RegisteredBroker
• Fenil Sandeep PatelCRD 7313492 · New York, NY
  IA RegisteredBroker
• Hemal Vasant PatelCRD 7589820 · Stamford, CT
  IA RegisteredBroker
• Jaimin Rohitkumar PatelCRD 7624069 · New York, NY
  IA RegisteredBroker
• Janki PatelCRD 5838330 · New York, NY
  IA RegisteredBroker
• Jay PatelCRD 7253131 · North Arlington, NJ
  IA RegisteredBroker
• Jeel PatelCRD 8169342 · South Plainfield, NJ
  IA RegisteredBroker
• Jiten Naresh PatelCRD 6461055 · Pennington, NJ
  IA RegisteredBroker
• Krupaben PatelCRD 7303423 · Alpharetta, GA
  IA RegisteredBroker
• Manish R PatelCRD 2879985 · Charlotte, NC
  Broker
• Neal D PatelCRD 7565368 · Columbus, OH
  IA RegisteredBroker
• Purvi PatelCRD 8126393 · Bel Air, MD
  IA RegisteredBroker
• Rajan Mukundray PatelCRD 6885313 · Pennington, NJ
  IA RegisteredBroker
• Sejal B PatelCRD 5829760 · Pennington, NJ
  IA RegisteredBroker
• Siddharth PatelCRD 7159438 · Pineville, NC
  IA RegisteredBroker
• Vihar PatelCRD 6073823 · Coral Gables, FL
  IA RegisteredBroker
• Vishal PatelCRD 6636454 · Washington, DC
  IA RegisteredBroker
• Aarushi Y PathakCRD 6635142 · Iselin, NJ
  IA RegisteredBroker
• Robert Fransico PatinoCRD 7977055 · Chandler, AZ
  IA RegisteredBroker
• Sony PatnaikCRD 7221019 · New York, NY
  IA RegisteredBroker
• Cory Andrew PatonCRD 7496538 · Annapolis, MD
  IA RegisteredBroker
• Anittah Neal PatrickCRD 7543845 · Media, PA
  IA RegisteredBroker
• Stephen L PatrickakosCRD 4186259 · New York, NY
  IA RegisteredBroker
• Lorenzo Marcelo PatronCRD 8052983 · San Francisco, CA
  Broker
• James Mcintyre PattCRD 7900649 · Palo Alto, CA
  IA RegisteredBroker
• Brandon Cody PattersonCRD 8279372 · Fort Worth, TX
  IA RegisteredBroker
• Cody PattersonCRD 8153762 · Belleville, IL
  IA RegisteredBroker
• Jason R PattersonCRD 8257098 · Wellesley Hills, MA
  IA RegisteredBroker
• Jeffrey Gerhard PattersonCRD 6701680 · Wayne, PA
  IA RegisteredBroker
• Michael A PattersonCRD 5015149 · Raleigh, NC
  IA RegisteredBroker
• Robert A PattersonCRD 2264676 · Wellesley Hills, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Scott PattersonCRD 7568392 · New York, NY
  IA RegisteredBroker
• Steven Ray PattersonCRD 2919394 · Chandler, AZ
  Broker
• Danielle Carrin PattiCRD 7932298 · New York, NY
  IA RegisteredBroker
• Austin E PattonCRD 7595392 · Gainesville, GA
  IA RegisteredBroker
• Daisy Lu PattonCRD 7207597 · Irvine, 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.