Merrill Lynch, Pierce, Fenner & Smith Incorporated
RIA
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 459 of 541
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John Eric ShermanCRD 2012304 · Charleston, SCIA RegisteredBroker
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Nathan Jeremy ShermanCRD 8217163 · Chicago, ILIA RegisteredBroker
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Douglas SheroffCRD 6335051 · Sparta, NJIA RegisteredBroker
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William Sherry Jr.CRD 5963080 · Wilmington, DEIA RegisteredBroker
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Michelle Drake SherwoodCRD 4229714 · Naples, FLIA RegisteredBroker
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Anuj ShethCRD 6261888 · Pennington, NJIA RegisteredBrokerDisclosure event(s) on record
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Patrick ShevlinCRD 6875616 · New York, NYBroker
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Robert Alan ShevlinCRD 4566358 · Jacksonville, FLBrokerRegistration inactive
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Huimin ShiCRD 7001979 · West Chester, OHIA RegisteredBroker
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Xiaoyue ShiCRD 7820153 · Weston, MAIA RegisteredBroker
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Brian Si Yuan ShiaoCRD 7080846 · Chandler, AZIA RegisteredBroker
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Olivia Grace ShieldsCRD 8136989 · New York, NYIA RegisteredBroker
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Justin Robert ShimborskeCRD 6117650 · New York, NYIA RegisteredBroker
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Alan ShimizuCRD 7176069 · Walnut Creek, CAIA RegisteredBroker
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Crystal ShimizuCRD 6581213 · Chicago, ILIA RegisteredBroker
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Haeseong ShinCRD 7332628 · Pasadena, CAIA RegisteredBroker
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Wesley Eugene ShipeCRD 6823895 · Naperville, ILIA RegisteredBroker
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Julie A ShipmanCRD 6617211 · Jacksonville, FLIA RegisteredBrokerDisclosure event(s) on record
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William H ShipmanCRD 6669840 · Atlanta, GAIA RegisteredBroker
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Michele R ShireyCRD 3169523 · Bloomfield Hills, MIBroker
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Christopher S ShirkCRD 5379192 · New York, NYBroker
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David E ShirleyCRD 857434 · Baton Rouge, LAIA RegisteredBrokerDisclosure event(s) on record
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Egor ShiroglazovCRD 7444151 · Wellesley, MAIA RegisteredBrokerDisclosure event(s) on record
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Bryant Gregory ShirreffsCRD 6803260 · West Hartford, CTIA RegisteredBroker
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Oluwaseun ShittuCRD 7977164 · Riverside, RIIA RegisteredBroker
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Jwala Basnet ShivakotiCRD 6800767 · Reston, VAIA RegisteredBroker
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Nazar ShkambaraCRD 6699742 · Princeton, NJIA RegisteredBroker
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Summer ShkoukaniCRD 4148055 · Fort Mitchell, KYIA RegisteredBrokerDisclosure event(s) on record
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Michael Francis ShoafCRD 2131414 · West Hartford, CTIA RegisteredBrokerDisclosure event(s) on record
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David Brian ShoaffCRD 5424811 · Henderson, NVIA RegisteredBrokerDisclosure event(s) on record
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Rodney W ShockCRD 5385289 · Tyler, TXBroker
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Michelle Alexandra ShockleyCRD 6760836 · West Hartford, CTIA RegisteredBroker
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Arthur Voncille ShoelsCRD 8279676 · Plano, TXIA RegisteredBroker
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Tatiana ShoptaughCRD 7214987 · Tucson, AZIA RegisteredBroker
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Corey David ShortCRD 5467114 · Hiram, GAIA RegisteredBrokerDisclosure event(s) on record
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Daniel D ShortCRD 1506298 · Whitefish, MTIA RegisteredBroker
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Kelsey W ShortCRD 7226201 · Kansas City, MOIA RegisteredBroker
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Kyle Bradley ShortCRD 7667881 · Riverside, RIIA RegisteredBroker
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Morgan Kay ShoverCRD 7814271 · Cincinnati, OHIA RegisteredBroker
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John Lee ShrewsburyCRD 4708372 · Atlanta, GAIA RegisteredBroker
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Ben Jay ShriderCRD 3184562 · New York, NYIA RegisteredBroker
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Jacob T ShroutCRD 7989000 · Atlanta, GAIA RegisteredBroker
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Jordan H ShteiwiCRD 7977047 · Cincinnati, OHIA RegisteredBroker
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Ellen ShuanCRD 7664243 · San Francisco, CAIA RegisteredBroker
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Lilly A ShuhdaCRD 8146940 · San Francisco, CAIA RegisteredBroker
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Visolakhon ShukhratCRD 7446468 · Vienna, VABroker
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Bhavya ShuklaCRD 7758866 · Frisco, TXIA RegisteredBroker
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Meghan M ShulferCRD 6138264 · Chicago, ILIA RegisteredBroker
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Samuel Avenir ShulgaCRD 8228667 · Portland, ORIA RegisteredBroker
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Brittany J ShulmanCRD 7486399 · State College, PAIA 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.
SEC IAPD record for firm CRD 7691 ↗
FINRA BrokerCheck record for firm CRD 7691 ↗
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Data compiled Sep 7, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.