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 387 of 541

• John Francis PetersonCRD 6704291 · Boston, MA
  IA RegisteredBroker
• John PetersonCRD 5948818 · San Diego, CA
  Broker
• Nathan John PetersonCRD 8261002 · Boise, ID
  IA RegisteredBroker
• Nicholas A PetersonCRD 5985784 · Annapolis, MD
  IA RegisteredBroker
  Disclosure event(s) on record
• Owen Christian PetersonCRD 7793957 · Saint Paul, MN
  IA RegisteredBroker
• Stanley Paul PetersonCRD 2214059 · Dothan, AL
  IA RegisteredBroker
• Jenna L PethCRD 6399651 · Dearborn, MI
  IA RegisteredBroker
• Evagelos Panagiotis PetrakosCRD 7452673 · Fort Lauderdale, FL
  IA RegisteredBroker
• Daniel Ray PetrangeloCRD 7685194 · San Diego, CA
  IA RegisteredBroker
• Aleksandr PetrikCRD 6901265 · Tacoma, WA
  IA RegisteredBroker
• Reno Lawrence PetriniCRD 4347673 · Mill Valley, CA
  IA RegisteredBroker
• Anthony S PetroCRD 1898546 · Orland Park, IL
  IA RegisteredBroker
• Ekaterina Krasimirova PetrovaCRD 6771181 · Hyannis, MA
  IA RegisteredBroker
• Brandon PettegrewCRD 6753476 · New York, NY
  Broker
• Paul Michael PettersenCRD 1584235 · New York, NY
  IA RegisteredBroker
• Austin Thomas PettiboneCRD 7205605 · Beverly Hills, CA
  IA RegisteredBroker
• Richard K PettiboneCRD 2846638 · Las Vegas, NV
  IA RegisteredBroker
  Disclosure event(s) on record
• Guy PettigrewCRD 2745480 · Pennington, NJ
  Broker
• Pierre Michael PettigrewCRD 4244634 · New York, NY
  IA RegisteredBroker
• Drew Patrick PettinelliCRD 7974080 · Blue Bell, PA
  IA RegisteredBroker
• Readella C PettwayCRD 4652711 · Charlotte, NC
  IA RegisteredBroker
• William G PeytonCRD 2928433 · Garden City, NY
  IA RegisteredBroker
• Carmine PezzellaCRD 1762559 · Wayne, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• David Wayne PezzilloCRD 4274645 · Las Vegas, NV
  IA RegisteredBroker
• Dustin B PfaffCRD 6959663 · Hammonton, NJ
  IA RegisteredBroker
• Breanne PfefferCRD 6402629 · Allentown, PA
  IA RegisteredBroker
• Sherri PfeifferCRD 6336724 · Stamford, CT
  IA RegisteredBroker
• Chase T PfisterCRD 7333345 · Greenwood Village, CO
  IA RegisteredBroker
• Julie PhamCRD 7624125 · Chandler, AZ
  IA RegisteredBroker
• Alan H PhanCRD 7217976 · Duarte, CA
  IA RegisteredBroker
• Gia Luu PhanCRD 7652027 · Fremont, CA
  IA RegisteredBroker
• Hoa Nguyen Quynh PhanCRD 8279260 · Sacramento, CA
  IA RegisteredBroker
• Rachel Minh Phuong PhanCRD 7415931 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Szehaw PhangCRD 6432264 · Jericho, NY
  IA RegisteredBroker
• Elizabeth Merrick PhelanCRD 6855153 · Baltimore, MD
  IA RegisteredBroker
• Charles Alan PhelpsCRD 836477 · San Mateo, CA
  IA RegisteredBroker
• Alan Samuel PhillipsCRD 7153751 · Arlington, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Andrew C PhillipsCRD 7662092 · Baltimore, MD
  IA RegisteredBroker
• Charles Alston PhillipsCRD 5498096 · Washington, DC
  IA RegisteredBroker
• Joan Karen PhillipsCRD 1975260 · Alpharetta, GA
  IA RegisteredBroker
• Mark Robert PhillipsCRD 4969817 · Chicago, IL
  IA RegisteredBroker
• Matthew Albert PhillipsCRD 7214295 · Doylestown, PA
  IA RegisteredBroker
• Toshua PhillipsCRD 6265390 · Fishers, IN
  IA RegisteredBroker
• William Calvin PhillipsCRD 4203009 · Stamford, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Maridel D PhinCRD 7842886 · Riverside, RI
  Broker
• Lloyd George PhippsCRD 6945822 · Atlanta, GA
  IA RegisteredBroker
• Paul Eric PijuanCRD 6296186 · New York, NY
  Broker
  Disclosure event(s) on record
• Jon PiaCRD 6823893 · Chandler, AZ
  IA RegisteredBroker
• Edward D PiacenteCRD 2728714 · Stamford, CT
  IA RegisteredBroker
• Crystal Michelle PiazzaCRD 7624325 · Fredericksburg, VA
  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.