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 385 of 541

• Kimberly Anne PennaCRD 7138834 · Manahawkin, NJ
  IA RegisteredBroker
• Marcel PennartzCRD 7503081 · Clifton Park, NY
  IA RegisteredBroker
• Matthew PennellCRD 7477213 · Summit, NJ
  IA RegisteredBroker
• Samuel PennellCRD 6003270 · Charlotte, NC
  IA RegisteredBroker
• Patricia Deann PenrodCRD 7129761 · Lisle, IL
  IA RegisteredBroker
• Steven Richard PentonCRD 2541656 · Chagrin Falls, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Julia Marie PepeCRD 7568884 · New York, NY
  IA RegisteredBroker
• John PeperCRD 7910368 · Hunt Valley, MD
  IA RegisteredBroker
• Daniel H PepoonCRD 1491950 · Chicago, IL
  IA RegisteredBroker
• Callie PerallonCRD 6182463 · Rancho Santa Fe, CA
  IA RegisteredBroker
• Arthur William PercarioCRD 1791954 · Pennington, NJ
  IA RegisteredBroker
• Kaylan Deann PercivalCRD 7201746 · Baton Rouge, LA
  Broker
• Raul PereaCRD 6937305 · Snellville, GA
  IA RegisteredBroker
• Alexander Daniel PereiraCRD 7459425 · Chandler, AZ
  IA RegisteredBroker
• Celeste PereiraCRD 7341637 · New York, NY
  IA RegisteredBroker
• Helena Rose PereiraCRD 7639826 · Phoenix, AZ
  IA RegisteredBroker
• Matthew Bryan PereiraCRD 6449790 · Frederick, MD
  IA RegisteredBroker
• Emiliano Pereira OlivoCRD 8003242 · New York, NY
  IA RegisteredBroker
• Melissa C PerelCRD 5682768 · Boston, MA
  IA RegisteredBroker
• Amin A PerezCRD 6402638 · Riverside, RI
  IA RegisteredBroker
• Andrew John PerezCRD 7044352 · Jacksonville, FL
  IA RegisteredBroker
• Anthony PerezCRD 6993133 · Middletown, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Antonio PerezCRD 6938566 · El Segundo, CA
  IA RegisteredBroker
• Brandon James PerezCRD 7199692 · Temecula, CA
  IA RegisteredBroker
• Christian Allen PerezCRD 7946475 · Charleston, WV
  IA RegisteredBroker
• Dale PerezCRD 8126384 · Montvale, NJ
  IA RegisteredBroker
• Deven Ysidro PerezCRD 7260882 · Austin, TX
  IA RegisteredBroker
• Erica PerezCRD 5986556 · Chicago, IL
  IA RegisteredBroker
• Gabriel Alejandro PerezCRD 7283673 · Burlington, MA
  IA RegisteredBroker
• Kara PerezCRD 4752793 · New York, NY
  IA RegisteredBroker
• Marc Joseph PerezCRD 3274424 · Melville, NY
  IA RegisteredBroker
• Marco Antonio PerezCRD 7932085 · Daytona Beach, FL
  Broker
• Matthew Austin PerezCRD 6918367 · New York, NY
  IA RegisteredBroker
• Nicolas PerezCRD 6757380 · Fort Worth, TX
  IA RegisteredBroker
• Samantha Raquel PerezCRD 6230871 · Jacksonville, FL
  IA RegisteredBroker
• Sandy Shu PerezCRD 7058190 · Pasadena, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Sonia Sandra PerezCRD 7667810 · Roseville, CA
  IA RegisteredBroker
• Anibal Josue Perez DuarteCRD 7604511 · Riverside, RI
  IA RegisteredBroker
• Alberto Perez GonzalezCRD 8083848 · Coral Springs, FL
  IA RegisteredBroker
• Maria Alejandra Perez OrozcoCRD 8181937 · Charlotte, NC
  IA RegisteredBroker
• Sebastian Perez QuintanaCRD 6799684 · Miami, FL
  IA RegisteredBroker
• John H Perez SanchezCRD 7927172 · Panama City, FL
  IA RegisteredBroker
• Nancy Perez-TamezCRD 6232222 · Greenwich, CT
  IA RegisteredBroker
• Pablo Perezanta OlmedoCRD 7791720 · Atlanta, GA
  IA RegisteredBroker
• Michael Thomas PerhachCRD 7026895 · New York, NY
  IA RegisteredBroker
• Stephen Daniel PeriniCRD 6419112 · New York, NY
  IA RegisteredBroker
• Amanda Pauline PerkinsCRD 7317434 · San Antonio, TX
  IA RegisteredBroker
• Brendan C PerkinsCRD 5163029 · Hartford, CT
  IA RegisteredBroker
• Clayton Martin PerkinsCRD 3275110 · Seattle, WA
  IA RegisteredBroker
• Karch PerkinsCRD 7274427 · Phoenix, AZ
  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.