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 418 of 541

• James E RoeskeCRD 4135980 · La Jolla, CA
  IA RegisteredBroker
• Peter Cable RoesslerCRD 5487153 · Atlanta, GA
  IA RegisteredBroker
• Abigail Jane RogersCRD 7758816 · Lafayette, IN
  IA RegisteredBroker
• Casey Corrigan RogersCRD 2949450 · New York, NY
  Broker
• Dana Lynn RogersCRD 5536371 · New York, NY
  IA RegisteredBroker
• Declan James RogersCRD 7261929 · Jacksonville, FL
  IA RegisteredBroker
• Devin RogersCRD 7154759 · Charlotte, NC
  IA RegisteredBroker
• Gunnar RogersCRD 6825409 · Fort Worth, TX
  IA RegisteredBroker
• Jonathan D RogersCRD 1734420 · Baltimore, MD
  IA RegisteredBroker
• Jonathan D. RogersCRD 6612118 · Lake Mary, FL
  IA RegisteredBroker
• L N. RogersCRD 1136463 · Southlake, TX
  IA RegisteredBroker
• Sean M RogersCRD 7560877 · Lake Oswego, OR
  IA RegisteredBroker
• Shaheen RogersCRD 7357216 · Oklahoma City, OK
  IA RegisteredBroker
• Tina Matz RogersCRD 4920803 · Jacksonville, FL
  IA RegisteredBroker
• Trever Alan RogersCRD 8002189 · Chandler, AZ
  IA RegisteredBroker
• William Henry RogersCRD 6931392 · Philadelphia, PA
  IA RegisteredBroker
• Zachary Belisario RogersCRD 8180288 · Encinitas, CA
  IA RegisteredBroker
• Kelli R RoggensackCRD 6972454 · Nashville, TN
  IA RegisteredBroker
• Daniel RogowskiCRD 5992688 · Palm Beach, FL
  IA RegisteredBroker
• Jennifer Marie RohdeCRD 6802212 · Grosse Pointe, MI
  IA RegisteredBroker
• Krystyna L RohdeCRD 7668065 · Bellevue, WA
  IA RegisteredBroker
• Peter RohrCRD 7178766 · Wayne, PA
  IA RegisteredBroker
• Peter A RohrCRD 1691670 · Wayne, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• John RohrsCRD 5957481 · Annapolis, MD
  IA RegisteredBroker
• Kyle RohrsCRD 7658475 · Middletown, OH
  IA RegisteredBroker
• Danielle RojasCRD 6624149 · Palm Beach Gardens, FL
  IA RegisteredBroker
• Federico RojasCRD 3023250 · Houston, TX
  IA RegisteredBroker
• Jean K RojasCRD 6628130 · New York, NY
  IA RegisteredBroker
• Jose L RojasCRD 4175210 · Boise, ID
  IA RegisteredBroker
• Osmany RojasCRD 8154016 · Port Charlotte, FL
  IA RegisteredBroker
• Renee RojasCRD 7214984 · Salt Lake City, UT
  IA RegisteredBroker
• Carson Lane RolandCRD 6821411 · Albuquerque, NM
  IA RegisteredBroker
• Wilson RoldanCRD 8245815 · Miami Beach, FL
  IA RegisteredBroker
• Brenden RolensCRD 8257081 · Swansea, IL
  IA RegisteredBroker
• Jason David RolonCRD 7460530 · Chandler, AZ
  IA RegisteredBroker
• Christina E RomagnoliCRD 7390456 · New York, NY
  IA RegisteredBroker
• Cameron J RomanCRD 5893469 · New York, NY
  IA RegisteredBroker
• D. Major RomanCRD 7946590 · Washington, DC
  IA RegisteredBroker
• Elizabeth Michele RomanCRD 2390314 · Bellevue, WA
  IA RegisteredBroker
• Jonathan RomanCRD 8025939 · New York, NY
  IA RegisteredBroker
• Kseniya Anastasiya RomanenkoCRD 7964723 · Madison, WI
  IA RegisteredBroker
• Charles John RomanoCRD 6904500 · Pennington, NJ
  IA RegisteredBroker
• Blaise C RomanowskiCRD 7288685 · Burlington, MA
  IA RegisteredBroker
• Annunziata Ann RomanzoCRD 1006786 · New York, NY
  IA RegisteredBroker
• Sergio RomeoCRD 2084020 · New York, NY
  BrokerRegistration inactive
  Disclosure event(s) on record
• Antonio Ignacio RomeroCRD 8101701 · Fort Worth, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Evan RomeroCRD 5565862 · Aventura, FL
  IA RegisteredBroker
• Fernando RomeroCRD 8048456 · Pennington, NJ
  IA RegisteredBroker
• Leticia RomeroCRD 7964688 · Chandler, AZ
  IA RegisteredBroker
• Matthew Jacob RomeroCRD 8181793 · Los Angeles, 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 5, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.