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 442 of 541

• Jolon E StaubliCRD 5172830 · Palo Alto, CA
  IA RegisteredBroker
• Ian Fraser StauderCRD 6384058 · Burlington, MA
  IA RegisteredBroker
• Myron David StaymanCRD 1391422 · Aventura, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Jessica L StcyrCRD 4841433 · Albuquerque, NM
  IA RegisteredBroker
• Jonathan StcyrCRD 5066142 · Albuquerque, NM
  IA RegisteredBroker
• Robert Mark SteckCRD 6133803 · La Jolla, CA
  IA RegisteredBroker
• James Arthur SteeleCRD 2246283 · Boise, ID
  IA RegisteredBroker
• James C SteeleCRD 4015132 · New Canaan, CT
  IA RegisteredBroker
• Jason Robert SteeleCRD 6222548 · Grosse Pointe, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Joseph SteelmanCRD 2879220 · Rancho Santa Fe, CA
  IA RegisteredBroker
• Eric SteenCRD 6256548 · Jacksonville, FL
  IA RegisteredBroker
• Drew Cullen SteffensCRD 2471765 · Raleigh, NC
  IA RegisteredBroker
• Kathryn StegmannCRD 4970976 · Vienna, VA
  IA RegisteredBroker
• Kory Michael SteilCRD 4183733 · Minneapolis, MN
  IA RegisteredBroker
• Jeremy Saul SteinCRD 4790681 · Boca Raton, FL
  IA RegisteredBroker
• Pamela Sharon SteinCRD 4137272 · New York, NY
  IA RegisteredBroker
• Steven Leonard SteinCRD 1220403 · Savannah, GA
  IA RegisteredBroker
• Zachary A SteinbergCRD 6556179 · Jacksonville, FL
  IA RegisteredBroker
• Lauren K SteinbrunerCRD 5911027 · Newport Beach, CA
  IA RegisteredBroker
• Heather Kristin SteinerCRD 4908423 · Seattle, WA
  IA RegisteredBroker
• John Robert SteinerCRD 2229844 · Bend, OR
  IA RegisteredBroker
  Disclosure event(s) on record
• Sharon Joan SteinerCRD 1733744 · Camp Hill, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Alan SteingoldCRD 1084300 · Bloomfield Hills, MI
  IA RegisteredBroker
• Quentin Richard StellaCRD 5717600 · Woodland Hills, CA
  IA RegisteredBroker
• William A StellaCRD 6481507 · Wilkes Barre, PA
  IA RegisteredBroker
• Edward Thomas StellingwerfCRD 2577213 · New York, NY
  IA RegisteredBroker
• Hans A StelzerCRD 5560374 · New York, NY
  IA RegisteredBroker
• Samuel L StenderCRD 5485835 · Eugene, OR
  IA RegisteredBroker
• Paul Joseph StentoCRD 4572933 · Albany, NY
  IA RegisteredBroker
• Michael Dowd StenvallCRD 1292991 · San Luis Obispo, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kim Irene StepanskiCRD 2115201 · The Woodlands, TX
  IA RegisteredBroker
• Sheldon Shane StephenCRD 5910494 · Lynnwood, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Charles Austin StephensCRD 2960614 · Atlanta, GA
  IA RegisteredBroker
• Jason James StephensCRD 5378963 · Laguna Niguel, CA
  IA RegisteredBroker
• Katherine R StephensCRD 4393233 · Tulsa, OK
  IA RegisteredBroker
• Daniel U StephensonCRD 6295048 · Jacksonville, FL
  IA RegisteredBroker
• Kelly J StephensonCRD 5980577 · Tucson, AZ
  IA RegisteredBroker
• Taft StephensonCRD 2649314 · Wilmington, NC
  IA RegisteredBroker
• Lisa Sindle SteppeCRD 1674187 · Columbus, GA
  IA RegisteredBroker
• Richard SterlingCRD 6328669 · Charlotte, NC
  IA RegisteredBroker
• Gary Kahn SternCRD 1351563 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• James Patterson SterrettCRD 3063360 · Philadelphia, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Rodney SteveCRD 4758657 · Charlotte, NC
  IA RegisteredBroker
• Andrew M StevensCRD 5951800 · New York, NY
  IA RegisteredBroker
• Bobby StevensCRD 5954972 · Jacksonville, FL
  IA RegisteredBroker
• Byron Lee StevensCRD 5262818 · Indianapolis, IN
  IA RegisteredBroker
• Evgeniia StevensCRD 6128478 · Salt Lake City, UT
  IA RegisteredBroker
• James Marshall StevensCRD 7258978 · New York, NY
  IA RegisteredBroker
• Justin A StevensCRD 6365178 · Stamford, CT
  IA RegisteredBroker
• Michael Allan StevensCRD 2497849 · Albuquerque, NM
  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.