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 495 of 541

• Canute UnderwoodCRD 6904461 · Chandler, AZ
  IA RegisteredBroker
• Jinkie Corpin UnderwoodCRD 7964799 · San Antonio, TX
  IA RegisteredBroker
• Norbert S UngerCRD 5286337 · Boston, MA
  IA RegisteredBroker
• Samuel Luc UngerCRD 7260776 · Greensboro, NC
  IA RegisteredBroker
• Zachary Dean UngerCRD 7221044 · Walnut Creek, CA
  IA RegisteredBroker
• Nancy UnglaubCRD 1817855 · Oak Brook, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Amy Camille UniceCRD 6539133 · Salt Lake City, UT
  IA RegisteredBroker
• David Lawrence UrbanCRD 2450378 · Milwaukee, WI
  IA RegisteredBroker
• Leonardo Urena GuzmanCRD 8181909 · Dover, NJ
  IA RegisteredBroker
• Eduardo J UrestiCRD 7944361 · Fort Worth, TX
  IA RegisteredBroker
• Casey M UrkuskiCRD 5741177 · Blue Bell, PA
  IA RegisteredBroker
• Pilar UrregoCRD 2662482 · Miami, FL
  IA RegisteredBroker
• Emma Isabelle UrsoCRD 8305640 · Charlotte, NC
  IA RegisteredBroker
• Athira Nair UshaCRD 8001544 · New York, NY
  Broker
• Colin C UsreyCRD 8261295 · Sacramento, CA
  IA RegisteredBroker
• Marcus A UttCRD 7624038 · Rockledge, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Elaine W UttaroCRD 1694899 · Boston, MA
  IA RegisteredBroker
• Charles P UtzCRD 4218698 · Huntersville, NC
  IA RegisteredBroker
• Troy UtzCRD 1513627 · Houston, TX
  IA RegisteredBroker
• Jon Damian VaccarellaCRD 2037681 · Fairfield, CT
  IA RegisteredBroker
• Monica VadheraCRD 6315862 · Charlotte, NC
  IA RegisteredBroker
• Samantha M VadnaisCRD 6468964 · Jacksonville, FL
  IA RegisteredBroker
• Justin Courtney VaicekCRD 2302213 · Newport Beach, CA
  IA RegisteredBroker
• Charles J VailCRD 4992449 · Summit, NJ
  IA RegisteredBroker
• Ann VakalisCRD 1469403 · Tampa, FL
  IA RegisteredBroker
• Enrique Isaac ValadezCRD 6729225 · Chula Vista, CA
  IA RegisteredBroker
• Jorge A ValdesCRD 4805721 · Macon, GA
  IA RegisteredBroker
• Margaret ValdesCRD 5330330 · Greenwich, CT
  IA RegisteredBroker
• Michael Joseph ValdesCRD 1412990 · Tampa, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Joseph John ValdriniCRD 867570 · Wilmington, DE
  IA RegisteredBroker
  Disclosure event(s) on record
• Joseph ValdriniCRD 5327714 · Wilmington, DE
  IA RegisteredBroker
• Kyle ValdykeCRD 5497154 · Riverside, RI
  IA RegisteredBroker
• Norma M Valentin-RiveraCRD 6934790 · Miami, FL
  IA RegisteredBroker
• Bertha ValentineCRD 3112309 · Westlake Village, CA
  IA RegisteredBroker
• Eugene Leonard ValentineCRD 1060457 · Dearborn, MI
  IA RegisteredBroker
• Robert L ValentineCRD 3271741 · Jacksonville, FL
  IA RegisteredBroker
• Scott A ValentineCRD 6470973 · Charlottesville, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephen T ValentineCRD 7256404 · Santa Rosa, CA
  IA RegisteredBroker
• Michael A ValentinoCRD 1170311 · New York, NY
  IA RegisteredBroker
• Daniel S ValenzuelaCRD 5549503 · Pasadena, CA
  IA RegisteredBroker
• Diane Suzanne ValenzuelaCRD 2105685 · Indian Wells, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jacqueline Nadine ValenzuelaCRD 6425601 · New York, NY
  IA RegisteredBroker
• Jorge G ValenzuelaCRD 4350330 · Stamford, CT
  IA RegisteredBroker
• Melissa N ValenzuelaCRD 5373887 · New York, NY
  IA RegisteredBroker
• Joseph ValeriCRD 6360252 · Pennington, NJ
  IA RegisteredBroker
• Holly Kaye ValinottiCRD 2701136 · Smithtown, NY
  IA RegisteredBroker
• Shirley ValladaresCRD 6180222 · Los Angeles, CA
  IA RegisteredBroker
• Camilo VallejoCRD 6753719 · New York, NY
  IA RegisteredBroker
• Danielle J VallesCRD 6051146 · Ontario, CA
  IA RegisteredBroker
• Edward Louis VamprineCRD 2494817 · Mandeville, LA
  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.