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 467 of 541

• Mark T SoltysCRD 5313711 · Riverside, RI
  IA RegisteredBroker
• Marta SoltysCRD 6416223 · Deer Park, IL
  IA RegisteredBroker
• Craig L SomerbyCRD 1499942 · New Canaan, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Glen S SomersCRD 6552954 · Chicago, IL
  IA RegisteredBroker
• Samantha L SomersCRD 5477145 · Naples, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Bonnie SomervilleCRD 4771861 · Bloomfield Hills, MI
  Broker
• Ava I SomogyiCRD 2500992 · New York, NY
  Broker
• Tok SonCRD 7694468 · Duluth, GA
  IA RegisteredBroker
• Anna Movsesyan SonatiCRD 6847128 · New York, NY
  Broker
• Lauren Rebecca SondalleCRD 6162037 · Spokane, WA
  IA RegisteredBroker
• Andrew William SondergeldCRD 6693208 · Chandler, AZ
  IA RegisteredBroker
• Kenneth L SondoCRD 4585862 · Stamford, CT
  IA RegisteredBroker
• Xuhan SongCRD 5336303 · Alpharetta, GA
  IA RegisteredBroker
• Ayush SoodCRD 7317275 · New York, NY
  Broker
• Sonakshi SoodCRD 6736798 · Pennington, NJ
  IA RegisteredBroker
• Andrew Chai SoontharotokeCRD 6673953 · Sioux Falls, SD
  IA RegisteredBroker
• Jamie S SopelCRD 5556653 · New York, NY
  IA RegisteredBroker
• Edward S SoperCRD 7991736 · New York, NY
  IA RegisteredBroker
• Geoffrey W SoperCRD 1452425 · Boston, MA
  IA RegisteredBroker
• Daniel William SorabellaCRD 7950540 · Boston, MA
  IA RegisteredBroker
• Britta J SorensenCRD 5671944 · Wayzata, MN
  IA RegisteredBroker
• David Arthur SorensenCRD 2108565 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Payton Marie SorensenCRD 8019068 · Phoenix, AZ
  IA RegisteredBroker
• Brendon Brett SorensonCRD 7150968 · Saint George, UT
  IA RegisteredBroker
• Amy I SorgeCRD 2129790 · Summit, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Abran Ubaldo Mora SoriaCRD 6409222 · Austin, TX
  IA RegisteredBroker
• Hanlet Jhoel SorianoCRD 7691565 · Boston, MA
  IA RegisteredBroker
• Henry SorianoCRD 6884979 · Boca Raton, FL
  IA RegisteredBroker
• Steven Mark SorianoCRD 6247443 · Pasadena, CA
  IA RegisteredBroker
• Oscar A Soriano RiveraCRD 7059879 · Encino, CA
  IA RegisteredBroker
• Edward SorkinCRD 1312611 · Palm Beach Gardens, FL
  IA RegisteredBroker
• Kyle SorrellCRD 7299602 · New York, NY
  IA RegisteredBroker
• Victoria L SorrellCRD 3212009 · Tyler, TX
  IA RegisteredBroker
• Susan L SorrellsCRD 5258869 · Asheville, NC
  IA RegisteredBroker
• Andrea SosaCRD 7040892 · Miami, FL
  IA RegisteredBroker
• Cesar Marcial SosaCRD 8003203 · Houston, TX
  IA RegisteredBroker
• David Alexander SosaCRD 7757732 · New York, NY
  IA RegisteredBroker
• Erasmo Radhames SosaCRD 6992809 · New York, NY
  IA RegisteredBroker
• Eric A SosaCRD 7600236 · Tampa, FL
  Broker
• Joseph Junior SosaCRD 8036261 · Pennington, NJ
  IA RegisteredBroker
• Reiner I SosaCRD 7322699 · West Palm Beach, FL
  IA RegisteredBroker
• Fatima E Sosa OrtizCRD 7310353 · Napa, CA
  IA RegisteredBroker
• Zachary N SosayaCRD 7692994 · Las Cruces, NM
  IA RegisteredBroker
• Thania Jocelyne SoteloCRD 8083976 · El Cajon, CA
  IA RegisteredBroker
• Miguel Sotelo JaimeCRD 6736779 · La Palma, CA
  IA RegisteredBroker
• Sotirios SotiropoulosCRD 7054308 · New York, NY
  IA RegisteredBroker
• Alyssa SotoCRD 5454312 · Pennington, NJ
  IA RegisteredBroker
• Andrew L SotoCRD 7931772 · Tampa, FL
  IA RegisteredBroker
• Michael SotoCRD 5091851 · New York, NY
  IA RegisteredBroker
• Normajane E SotoCRD 8014890 · Laguna Woods, 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 7, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.