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 505 of 541

• David Jeffrey WachterCRD 857467 · Santa Rosa, CA
  IA RegisteredBroker
• Grant Kenneth WackerCRD 2826052 · Wayzata, MN
  IA RegisteredBroker
• Bradley Thomas WadsworthCRD 4209998 · Chagrin Falls, OH
  IA RegisteredBroker
• Eric J. WaechterCRD 4011766 · Baton Rouge, LA
  IA RegisteredBroker
• Andrew C WagesCRD 4012884 · Columbus, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Melissa N WaggonnerCRD 5267212 · Walnut Creek, CA
  IA RegisteredBroker
• Brent WagnerCRD 3258902 · Columbus, OH
  IA RegisteredBroker
• Charles William WagnerCRD 4789697 · Billings, MT
  IA RegisteredBroker
• Jerry Jacob WagnerCRD 6921503 · Las Vegas, NV
  IA RegisteredBroker
• Kristina WagnerCRD 6505514 · Plantation, FL
  IA RegisteredBroker
• Lucy M WagnerCRD 5305243 · Hanover, NH
  IA RegisteredBroker
• Mark W WagnerCRD 5995686 · White Plains, NY
  IA RegisteredBroker
• Scott Allen WagonerCRD 2968587 · Dallas, TX
  IA RegisteredBroker
• Michael WagschalCRD 4619777 · Newport Beach, CA
  IA RegisteredBroker
• Craig L WahlCRD 5772999 · Myrtle Beach, SC
  IA RegisteredBroker
• Douglas R WahlCRD 4276071 · Myrtle Beach, SC
  IA RegisteredBroker
• Ricardo Waidele UndurragaCRD 5488088 · Miami, FL
  IA RegisteredBroker
• Philip Edward WaitCRD 4181683 · Atlanta, GA
  IA RegisteredBroker
• Avery Jordan WaiteCRD 6943057 · Bloomfield Hills, MI
  IA RegisteredBroker
• Cory WajdaCRD 6435945 · Princeton, NJ
  IA RegisteredBroker
• Joyce M WajdaCRD 4507116 · Egg Harbor Township, NJ
  IA RegisteredBroker
• Ryan R WakefieldCRD 4746923 · Worcester, MA
  IA RegisteredBroker
• Monika S WalczakCRD 5453560 · Chicago, IL
  IA RegisteredBroker
• Richard S WaldCRD 1520964 · Walnut Creek, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert C WaldeleCRD 5712055 · New York, NY
  IA RegisteredBroker
• Bridget R WaldenCRD 6424000 · Spokane, WA
  IA RegisteredBroker
• Richard Channing WaldenCRD 4607763 · New York, NY
  Broker
• Dalton Shane WaldropCRD 5473555 · Boulder, CO
  IA RegisteredBroker
• Jeffrey W WaldropCRD 5890900 · La Jolla, CA
  IA RegisteredBroker
• Richard William WaleschCRD 2782017 · Stuart, FL
  IA RegisteredBroker
• Jeremy Scott WalierCRD 4317166 · New York, NY
  IA RegisteredBroker
• Archibald Adam WalkerCRD 1235949 · Melville, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Charles Jerard WalkerCRD 6541052 · Mount Laurel, NJ
  IA RegisteredBroker
• Craig Carrington WalkerCRD 1630626 · Jacksonville, FL
  IA RegisteredBroker
• David Harriman WalkerCRD 3193123 · Vero Beach, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Douglas Stuart WalkerCRD 1702300 · Reston, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Edward Allen WalkerCRD 1132854 · Houston, TX
  IA RegisteredBroker
• Jennifer Hinckley WalkerCRD 2666410 · Phoenix, AZ
  IA RegisteredBroker
• Jennifer Marie WalkerCRD 1532964 · Raleigh, NC
  IA RegisteredBroker
• Joe Arnold WalkerCRD 1963477 · Houston, TX
  IA RegisteredBroker
• John M WalkerCRD 5759173 · Baltimore, MD
  IA RegisteredBroker
• Kariann WalkerCRD 5701710 · Mystic, CT
  IA RegisteredBroker
• Margaret Whitehead WalkerCRD 4343521 · San Antonio, TX
  IA RegisteredBroker
• Ralph WalkerCRD 2652135 · Fort Worth, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Ray Daniel WalkerCRD 5926222 · New York, NY
  IA RegisteredBroker
• Robert Martin WalkerCRD 3190869 · Dallas, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Steven Lawrence WalkerCRD 2870636 · Yardley, PA
  IA RegisteredBroker
• Theresa Jean WalkerCRD 2617155 · Princeton, NJ
  IA RegisteredBroker
• Timothy Mac Pherson WalkerCRD 4610635 · San Francisco, CA
  IA RegisteredBroker
• Bruce Russell WallCRD 2416994 · Bethesda, MD
  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.