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 433 of 541

• Alan F SheldonCRD 5794448 · Pittsford, NY
  IA RegisteredBroker
• Jason SheldonCRD 8016575 · Seattle, WA
  Registration inactive
• Jesse Lee SheleyCRD 6307483 · San Jose, CA
  IA RegisteredBroker
• Danielle Nicole SheltonCRD 5268727 · Westlake Village, CA
  IA RegisteredBroker
• Patrick Oren SheltonCRD 4380127 · Jacksonville, FL
  IA RegisteredBroker
• Ali R ShemiraniCRD 2770835 · West Des Moines, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jennifer Elaine ShenCRD 2832187 · Santa Monica, CA
  Broker
• Lifan ShenCRD 4243562 · New York, NY
  IA RegisteredBroker
• Lin ShenCRD 7066357 · Pleasanton, CA
  IA RegisteredBroker
• Zachary Adam ShenitskyCRD 5428798 · Bloomfield Hills, MI
  IA RegisteredBroker
• Gladys ShenkmanCRD 4171797 · Staten Island, NY
  Broker
• Colleen B ShepardCRD 2091895 · Washington, DC
  IA RegisteredBroker
  Disclosure event(s) on record
• Elizabeth Meade ShepardCRD 1063798 · Washington, DC
  IA RegisteredBroker
  Disclosure event(s) on record
• Kevin Ray ShepardCRD 2191834 · Waukesha, WI
  IA RegisteredBroker
• Deborah Lynn ShepherdCRD 2088089 · Chicago, IL
  IA RegisteredBroker
• Brian D SheppardCRD 5431677 · Deer Park, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Jennifer L SheppardCRD 4314098 · Wilmington, DE
  IA RegisteredBroker
• Svitlana SheppardCRD 4931297 · Deer Park, IL
  IA RegisteredBroker
• Andrew James SheridanCRD 5432376 · Washington, DC
  IA RegisteredBroker
• Barbara C SheridanCRD 1390017 · New York, NY
  IA RegisteredBroker
• Jennifer H SheridanCRD 5543596 · West Hartford, CT
  IA RegisteredBroker
• John P SheridanCRD 3233737 · New York, NY
  IA RegisteredBroker
• Michael Hugh SheridanCRD 3165189 · Portland, OR
  IA RegisteredBroker
• Addison Michael ShermanCRD 1261217 · Delray Beach, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• David ShermanCRD 6915840 · Ponte Vedra Beach, FL
  IA RegisteredBroker
• Matthew Neal ShermanCRD 5926474 · Wellesley Hills, MA
  IA RegisteredBroker
• Steven Jay ShermanCRD 1399596 · Ponte Vedra Beach, FL
  IA RegisteredBroker
• Todd G ShermanCRD 5171201 · Indian Wells, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew Shea SherwinCRD 6783384 · Jacksonville, FL
  IA RegisteredBroker
• Matthew ShetlerCRD 5177632 · State College, PA
  IA RegisteredBroker
• Vijaylakshmi ShettyCRD 5335075 · Palo Alto, CA
  IA RegisteredBroker
• Michelle ShevinCRD 2364507 · Boca Raton, FL
  IA RegisteredBroker
• Fengchen ShiCRD 6511718 · New York, NY
  IA RegisteredBroker
• Hui Mei ShiCRD 6461238 · Honolulu, HI
  IA RegisteredBroker
• Timothy Gratton ShibataCRD 2965220 · San Francisco, CA
  IA RegisteredBroker
• Jennifer Ann ShieldsCRD 1648100 · Fort Worth, TX
  IA RegisteredBroker
• Lawrence Paul ShieldsCRD 2531926 · Boca Raton, FL
  IA RegisteredBroker
• Robert Lee ShieldsCRD 6385913 · Tampa, FL
  IA RegisteredBroker
• Susan Beresford ShieldsCRD 1532900 · Reston, VA
  IA RegisteredBroker
• Matthew Joseph ShielyCRD 4441059 · Worcester, MA
  IA RegisteredBroker
• Ellen D ShieryCRD 4950245 · Annapolis, MD
  IA RegisteredBroker
• Edward Seong Wook ShimCRD 2721809 · Beverly Hills, CA
  IA RegisteredBroker
• Michael Bruce ShimbergCRD 4047234 · Tampa, FL
  IA RegisteredBroker
• Thomas Charles ShimkusCRD 2294488 · Las Vegas, NV
  IA RegisteredBroker
  Disclosure event(s) on record
• Buhyun ShinCRD 6178769 · Los Angeles, CA
  IA RegisteredBroker
• Esther Hyunjung ShinCRD 7991944 · Lynnwood, WA
  IA RegisteredBroker
• Alexander S ShindnesCRD 6053166 · Atlanta, GA
  IA RegisteredBroker
• Edward E ShineCRD 4905095 · Chicago, IL
  IA RegisteredBroker
• Lex A ShinnCRD 1041362 · The Woodlands, TX
  IA RegisteredBroker
• Cesar ShinzatoCRD 6736803 · San Francisco, 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 6, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.