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 482 of 541

• Cheryl TrailCRD 5179493 · Bakersfield, CA
  IA RegisteredBroker
• Maria C TrainaCRD 5998880 · Miami, FL
  IA RegisteredBroker
• Bang K TranCRD 5451168 · San Jose, CA
  IA RegisteredBroker
• Binh Thuy TranCRD 6768889 · Rosemead, CA
  IA RegisteredBroker
• Han TranCRD 5206873 · Westminster, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Linhvien TranCRD 4371375 · San Jose, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Luvien TranCRD 6042567 · San Jose, CA
  IA RegisteredBroker
• Charles F TrapaniCRD 4505016 · Guilford, CT
  IA RegisteredBroker
• Deborah Ann TrapaniCRD 5448894 · New York, NY
  IA RegisteredBroker
• Brittany TrapassoCRD 6394166 · Phoenix, AZ
  IA RegisteredBroker
• Russell Lee TrappCRD 5435227 · Phoenix, AZ
  IA RegisteredBroker
• Thomas J TraversCRD 1420408 · Melville, NY
  IA RegisteredBroker
• Robert John TravisCRD 1255942 · Red Bank, NJ
  IA RegisteredBroker
• Sherry D TravisCRD 3075276 · Beaumont, TX
  IA RegisteredBroker
• Laurel S TraxlerCRD 5165363 · Wayzata, MN
  IA RegisteredBroker
• Bryan Patrick TreadwayCRD 2336010 · Jacksonville, FL
  IA RegisteredBroker
• David T TreadwayCRD 5824075 · Marietta, OH
  IA RegisteredBroker
• Patrick H TreanorCRD 5236390 · Charlotte, NC
  Broker
• Katherine Rose TreffingerCRD 6487432 · Roseville, CA
  IA RegisteredBroker
• Jann Peter TrefnyCRD 4620492 · Melville, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian Scott TregerCRD 4438337 · Fort Worth, TX
  IA RegisteredBroker
• Ricardo F TrejoCRD 6011278 · Los Angeles, CA
  IA RegisteredBroker
• Sarah TrekCRD 5510901 · Providence, RI
  IA RegisteredBroker
• Kathleen M TremblayCRD 5524091 · West Hartford, CT
  IA RegisteredBroker
• Anthony Theodore TremonteCRD 3188902 · New York, NY
  IA RegisteredBroker
• Ruben Alfredo Trenche OliveroCRD 2902210 · Guaynabo, PR
  IA RegisteredBroker
• Jeannette H TrevinoCRD 5135021 · Delray Beach, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Maria Fernanda TrevinoCRD 7434927 · Houston, TX
  IA RegisteredBroker
• Jose Emmanuel TrianaCRD 5831918 · Riverside, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephen Anthony TricaricoCRD 4987215 · New York, NY
  IA RegisteredBroker
• Umesh TrikhaCRD 4723738 · New York, NY
  IA RegisteredBroker
• Lourdes Ambe TrilloCRD 4315764 · Pasadena, CA
  Broker
• Christopher John TrinceriCRD 5131900 · Colorado Springs, CO
  IA RegisteredBroker
• Emily TrinklerCRD 6559127 · New York, NY
  IA RegisteredBroker
• David Adam TrinkoffCRD 3028558 · Summit, NJ
  IA RegisteredBroker
• Clay W TriplettCRD 5932867 · Jacksonville, FL
  IA RegisteredBroker
• Erin J TrippCRD 4852480 · New York, NY
  IA RegisteredBroker
• John P TrippCRD 7433528 · New York, NY
  IA RegisteredBroker
• Richard TroastCRD 4566837 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Maureen L TroianoCRD 6266201 · Tyler, TX
  IA RegisteredBroker
• Michael S TroickiCRD 3248445 · Iselin, NJ
  IA RegisteredBroker
• Michael D TronoloneCRD 5929593 · Pennington, NJ
  IA RegisteredBroker
• Brendan James TrossenCRD 4853134 · Phoenix, AZ
  IA RegisteredBroker
• Dyron TrotmanCRD 6263826 · Huntersville, NC
  IA RegisteredBroker
• Kristen K. TrovasCRD 4539389 · Cedar Rapids, IA
  IA RegisteredBroker
• James Matthews TroyCRD 1172773 · Guilford, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• John TroyanoCRD 4335500 · Winter Park, FL
  IA RegisteredBroker
• Brian Joseph TrucklyCRD 6164201 · Columbus, OH
  IA RegisteredBroker
• Kerry Robin TrucklyCRD 1839038 · Columbus, OH
  IA RegisteredBroker
• Angela M TrueloveCRD 5162505 · Abilene, 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 8, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.