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 491 of 541

• Wilson TovarCRD 7604260 · The Villages, FL
  IA RegisteredBroker
• Sara M TowersCRD 4172760 · Phoenix, AZ
  IA RegisteredBroker
• Cyrus TowliatCRD 6636013 · Agoura, CA
  IA RegisteredBroker
• William I TownsCRD 8161656 · Greensboro, NC
  IA RegisteredBroker
• Corey J TownsendCRD 7044917 · Bloomfield Hills, MI
  IA RegisteredBroker
• Grant A TownsendCRD 7907869 · Lake Jackson, TX
  IA RegisteredBroker
• Patricia G TownsendCRD 6528919 · Atlanta, GA
  IA RegisteredBroker
• Benjamin Stuart TowseyCRD 7922246 · Lisle, IL
  IA RegisteredBroker
• Douglas S TowseyCRD 4970119 · Lisle, IL
  IA RegisteredBroker
• Samantha Lea ToyCRD 7372645 · Dallas, TX
  Broker
• Risa Toyama-JarboeCRD 6862520 · New York, NY
  Broker
• John David Tracy (David)CRD 2525099 · Los Angeles, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Holly K TraegnerCRD 4468953 · Chagrin Falls, OH
  IA RegisteredBroker
• Zachary Truman TraftonCRD 7258697 · Norfolk, VA
  IA RegisteredBroker
• Eleni Ioanna TrakoCRD 7328566 · New York, NY
  Broker
• Michael TrakoflerCRD 7283862 · Pennington, NJ
  Broker
• Brian W TramontanoCRD 2317359 · San Antonio, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Kyle A TramontanoCRD 7586737 · San Antonio, TX
  IA RegisteredBroker
• Nicholas TramontanoCRD 6964966 · San Antonio, TX
  IA RegisteredBroker
• Ban TranCRD 2757627 · Vienna, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Christie K TranCRD 7932257 · Washington, DC
  IA RegisteredBroker
• Diana TranCRD 7314197 · Glendora, CA
  IA RegisteredBroker
• Emily Anh-Thu TranCRD 6503329 · San Mateo, CA
  IA RegisteredBroker
• Giang H TranCRD 5164453 · Newport Beach, CA
  IA RegisteredBroker
• Ha Thi Ngoc TranCRD 7088506 · Bellevue, WA
  IA RegisteredBroker
• Hai Thanh TranCRD 8140613 · Morgan Hill, CA
  IA RegisteredBroker
• Hoai Viet TranCRD 6070566 · Pennington, NJ
  IA RegisteredBroker
• Jacquelyn Chau TranCRD 8228790 · Holly Springs, NC
  IA RegisteredBroker
• Joyce Tuyet TranCRD 2833835 · San Francisco, CA
  Broker
• Khuong TranCRD 7729894 · San Jose, CA
  IA RegisteredBroker
• Michelle Anh Tuyet TranCRD 7140969 · Seattle, WA
  IA RegisteredBroker
• Ngan TranCRD 7991929 · Midlothian, TX
  IA RegisteredBroker
• Richard TranCRD 7112075 · Long Beach, CA
  IA RegisteredBroker
• Cynthia Q Tran-AlecioCRD 5497290 · Frisco, TX
  IA RegisteredBroker
• Matthew C TrappCRD 5051136 · San Antonio, TX
  IA RegisteredBroker
• Amy Elizabeth TrappettCRD 7631262 · Salt Lake City, UT
  IA RegisteredBroker
• Thomas J TraversCRD 6554383 · Melville, NY
  IA RegisteredBroker
• Sean TraversoCRD 7496114 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Carson TraylorCRD 7568796 · Houston, TX
  IA RegisteredBroker
• Gianna TraylorCRD 6809566 · Chicago, IL
  IA RegisteredBroker
• Nathan John TreadwellCRD 3269896 · La Jolla, CA
  IA RegisteredBroker
• Allen Louis TrecoCRD 2284590 · Dallas, TX
  IA RegisteredBroker
• Jacqueline TregorthaCRD 6154427 · New York, NY
  IA RegisteredBroker
• Ann Marie TreilingCRD 1500473 · Melville, NY
  IA RegisteredBroker
• Jackson Webster TreisterCRD 8012082 · New York, NY
  IA RegisteredBroker
• Paulina TreistmanCRD 6860571 · Greenwood Village, CO
  IA RegisteredBroker
• Pedro Edgardo TrejoCRD 7423170 · Tucson, AZ
  IA RegisteredBroker
• Kyle TrellaCRD 7910228 · Chandler, AZ
  IA RegisteredBroker
• Michael Scott TremaineCRD 8126317 · Arvada, CO
  IA RegisteredBroker
• Briana Laura TrembleCRD 5500254 · Jacksonville, FL
  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.