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 458 of 541

• Shreyas SharmaCRD 8261341 · Chandler, AZ
  Broker
• Kenneth SharonCRD 1971997 · Upper Saint Clair, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Carrie L SharpCRD 2431292 · Saginaw, MI
  IA RegisteredBroker
• Nicholas Robert SharpCRD 7260065 · New York, NY
  Broker
• Allison Powell SharpeCRD 4650790 · Asheville, NC
  IA RegisteredBroker
• Brett N SharpeCRD 7568996 · Vienna, VA
  IA RegisteredBroker
• Helen D SharpeCRD 5140840 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Taylor E SharpeCRD 7577350 · Atlanta, GA
  IA RegisteredBroker
• Scharles Melvin Sharpe-CrosbyCRD 6701322 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Molly F ShaughnessyCRD 7593724 · Washington, DC
  IA RegisteredBroker
• Stephen T ShaversCRD 6383907 · West Palm Beach, FL
  IA RegisteredBroker
• Douglas ShawCRD 6836993 · Snohomish, WA
  IA RegisteredBroker
• James A ShawCRD 8067788 · San Jose, CA
  IA RegisteredBroker
• James Ryan ShawCRD 5942893 · Princeton, NJ
  IA RegisteredBroker
• John Holmes ShawCRD 2657012 · Salt Lake City, UT
  IA RegisteredBroker
  Disclosure event(s) on record
• John H ShawCRD 8207729 · Salt Lake City, UT
  IA RegisteredBroker
• Lindee Brooks ShawCRD 2955434 · Ponte Vedra Beach, FL
  IA RegisteredBroker
• Mercedes R SheaCRD 6930376 · Boston, MA
  IA RegisteredBroker
• Joseph Gerald SheahanCRD 7299596 · Chicago, IL
  IA RegisteredBroker
• Jennifer L ShealeyCRD 6257177 · Winston Salem, NC
  IA RegisteredBroker
• Zachary A SheddCRD 8101823 · Riverside, RI
  IA RegisteredBroker
• Brendan SheehanCRD 7860905 · Maple Grove, MN
  IA RegisteredBroker
• Martin SheehanCRD 6683710 · Boston, MA
  IA RegisteredBroker
• Michael Casey SheehanCRD 5298227 · Cincinnati, OH
  IA RegisteredBroker
• Patrick SheehanCRD 4154643 · Toms River, NJ
  IA RegisteredBroker
• Abigail Catherine SheetsCRD 8181811 · Fort Worth, TX
  IA RegisteredBroker
• Kim SheetsCRD 1284913 · Corpus Christi, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Jacqueline M ShefferCRD 4859528 · Saratoga Springs, NY
  IA RegisteredBroker
• Ariele M ShelbyCRD 6339907 · Raleigh, NC
  IA RegisteredBroker
• Donald William SheldonCRD 7543655 · Tucson, AZ
  IA RegisteredBroker
• Alyssa SheltonCRD 6725750 · Phoenix, AZ
  IA RegisteredBroker
• Connor S SheltonCRD 7315144 · Brentwood, TN
  IA RegisteredBroker
• Brandon Z ShenCRD 6127658 · Frisco, TX
  IA RegisteredBroker
• Liang ShenCRD 7487154 · Forest Hills, NY
  IA RegisteredBroker
• Ryan Michael ShenCRD 6881804 · Boston, MA
  IA RegisteredBroker
• Weihao ShenCRD 8083910 · Media, PA
  IA RegisteredBroker
• George ShenoudaCRD 7565490 · Princeton, NJ
  IA RegisteredBroker
• Premanand Shraddhanand ShenoyCRD 5462770 · New York, NY
  Broker
• Keenan Elliott ShepardCRD 6827548 · Washington, DC
  IA RegisteredBroker
• Kennedi Samantha ShepardCRD 7655864 · Chandler, AZ
  IA RegisteredBroker
• Jason Edward ShepherdCRD 8216503 · Charlotte, NC
  IA RegisteredBroker
• David N SheppardCRD 421502 · Naples, FL
  IA RegisteredBroker
• Michael Thomas SheppardCRD 7893112 · Punta Gorda, FL
  IA RegisteredBroker
• Samuel SheppardCRD 7577275 · Fort Worth, TX
  IA RegisteredBroker
• Halida SherCRD 7679364 · Bethesda, MD
  IA RegisteredBroker
• Sayla SherardCRD 6985807 · Springfield, MO
  IA RegisteredBroker
• Michael SheridanCRD 6003130 · New York, NY
  Broker
• Andrew ShermanCRD 7332878 · Tyler, TX
  IA RegisteredBroker
• Brandon William ShermanCRD 6274546 · Chandler, AZ
  IA RegisteredBroker
• Carter D ShermanCRD 7268927 · The Woodlands, TX
  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 7, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.