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 390 of 541

• Antonia Marie PodgorskiCRD 2888328 · Sewickley, PA
  IA RegisteredBroker
• Robert E PodschlneCRD 2313899 · Fort Wayne, IN
  IA RegisteredBroker
• Diane Davies PoeppingCRD 5459200 · Walnut Creek, CA
  IA RegisteredBroker
• Ashley N PogelCRD 6690996 · Pittsburgh, PA
  IA RegisteredBroker
• Maria I PoggioliCRD 7964695 · Clayton, MO
  IA RegisteredBroker
• Nastassia Victorovna PogrebniakCRD 7474811 · Clinton, NJ
  IA RegisteredBroker
• Kevin PogroszewskiCRD 7503136 · Princeton, NJ
  IA RegisteredBroker
• Lawrence PohlenCRD 2630102 · Bloomington, MN
  IA RegisteredBroker
• Travis D PointerCRD 6981239 · Lehi, UT
  IA RegisteredBroker
• Richard P PoirierCRD 5766854 · Pensacola, FL
  IA RegisteredBroker
• Srinivasa Mahendra PokalaCRD 7542097 · Irving, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian PolakowskiCRD 4321031 · Pennington, NJ
  IA RegisteredBroker
• Diego PolarCRD 7893179 · Fort Lauderdale, FL
  IA RegisteredBroker
• Saivamsi PolavarapuCRD 7910225 · Pennington, NJ
  IA RegisteredBroker
• Anthoula A PoleondakisCRD 5758660 · Canton, OH
  IA RegisteredBroker
• Joseph PolhamusCRD 7117241 · Asheville, NC
  IA RegisteredBroker
• John Manuel PolichettiCRD 7513012 · Manchester, NH
  IA RegisteredBroker
• Richard PolichtCRD 4825152 · Nashville, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Catherine L PolinardCRD 7616413 · Corpus Christi, TX
  IA RegisteredBroker
• Danny PoliteCRD 6959665 · Oklahoma City, OK
  IA RegisteredBroker
• Steven Hollester PolitowskiCRD 4232382 · New York, NY
  IA RegisteredBroker
• James Earl PolkCRD 7125237 · Katy, TX
  IA RegisteredBroker
• Matthew PollakuskyCRD 5569127 · New York, NY
  Broker
• Amaya J PollardCRD 7569317 · Florham Park, NJ
  IA RegisteredBroker
• Caitlin P PollardCRD 6427713 · Phoenix, AZ
  IA RegisteredBroker
• Matthew Dallas PollardCRD 7140838 · Boston, MA
  IA RegisteredBroker
• Jacob PollokoffCRD 8126478 · Hunt Valley, MD
  IA RegisteredBroker
• Timothy M PolsonCRD 3242653 · Scottsdale, AZ
  IA RegisteredBroker
• Karen Elizabeth Pomeroy-AndersonCRD 6942347 · Hunt Valley, MD
  IA RegisteredBroker
• Jena W PonderCRD 1588523 · Ridgeland, MS
  IA RegisteredBroker
  Disclosure event(s) on record
• Aleksei PonomarevCRD 8194130 · Chandler, AZ
  IA RegisteredBroker
• Angelo J PonticelloCRD 4141664 · Pittsford, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Gary Bernard PoolCRD 7424297 · Ann Arbor, MI
  IA RegisteredBroker
• Jesse Daniel PooleCRD 8129406 · Eugene, OR
  IA RegisteredBroker
• Michael A PooleCRD 6636696 · Newport Beach, CA
  IA RegisteredBroker
• Weldon P PooleCRD 2662322 · Palo Alto, CA
  IA RegisteredBroker
• William Todd PooleCRD 7168464 · Winston Salem, NC
  IA RegisteredBroker
• Yashi M PooleCRD 7655842 · Bellevue, WA
  IA RegisteredBroker
• Tracy Loraine Poon TipCRD 6296309 · Tampa, FL
  IA RegisteredBroker
• Dylan C PooreCRD 8246152 · Austin, TX
  IA RegisteredBroker
• Christopher Charles PopeCRD 2003471 · New York, NY
  Broker
• Justin Stuart PopeCRD 5152783 · New York, NY
  IA RegisteredBroker
• Clifton E PopeiiCRD 7679195 · Dearborn, MI
  IA RegisteredBroker
• Gregory B PoperaCRD 1383426 · Vienna, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kyle Joseph PopiolekCRD 7487250 · New York, NY
  IA RegisteredBroker
• Henry C PopkoCRD 8206305 · Healdsburg, CA
  IA RegisteredBroker
• Stephen C PoplaskiCRD 7486422 · Riverside, RI
  IA RegisteredBroker
• Elizabeth Haas PoplinCRD 4457525 · Franklin, TN
  IA RegisteredBroker
• Rodney Jason PorchCRD 6917805 · Kansas City, MO
  IA RegisteredBroker
• George J PorgesCRD 1198199 · Clayton, MO
  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.