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 510 of 541

• Jonathan B WestCRD 5703262 · Wayne, PA
  IA RegisteredBroker
• Lee Ann WestCRD 4436176 · Evansville, IN
  IA RegisteredBroker
• Denise Ann WestbrookCRD 2039586 · The Woodlands, TX
  IA RegisteredBroker
• Amy Kristin WesterCRD 5198236 · Austin, TX
  IA RegisteredBroker
• Carolyn Lewis WesterbergCRD 1335327 · Greenwich, CT
  IA RegisteredBroker
• Ryan Zachary WesterburgCRD 5874398 · Gainesville, FL
  IA RegisteredBroker
• Erica L WestfallCRD 4285894 · Darien, CT
  IA RegisteredBroker
• Michael Robert WestfallCRD 6394729 · Chicago, IL
  IA RegisteredBroker
• Joseph Robert WestonCRD 2951651 · Weeki Wachee, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher C WestphalCRD 6286810 · New York, NY
  IA RegisteredBroker
• Jan Marie WethingCRD 2021337 · Scottsdale, AZ
  IA RegisteredBroker
• Austin N WetschCRD 4986020 · Albuquerque, NM
  IA RegisteredBroker
  Disclosure event(s) on record
• Ryan L. WetselCRD 4169441 · Rancho Santa Fe, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Dennis B WhalenCRD 5457393 · Plantation, FL
  IA RegisteredBroker
• Jennifer WhalenCRD 4889181 · Walnut Creek, CA
  IA RegisteredBroker
• William Robert WheatleyCRD 1170215 · Newport Beach, CA
  IA RegisteredBroker
• Susan Ann WheelCRD 4328263 · Manchester, NH
  IA RegisteredBroker
• John Hugh WheelerCRD 5497896 · Memphis, TN
  IA RegisteredBroker
• Michael P WheelerCRD 2990000 · Albany, NY
  IA RegisteredBroker
• Tyrone WheelerCRD 2198790 · Chicago, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• April Jane WhelanCRD 2747083 · New York, NY
  Broker
• Keith T WhelanCRD 4490320 · New York, NY
  Broker
• Heath Edward WhetselCRD 4197402 · Phoenix, AZ
  IA RegisteredBroker
• Anthony Quinn WhetstoneCRD 1285139 · Dallas, TX
  IA RegisteredBroker
• Edward Homer WhiddonCRD 2514752 · Atlanta, GA
  IA RegisteredBroker
• Ann Marie WhiteCRD 4505180 · Wayzata, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Blaine Robert WhiteCRD 2244182 · Chicago, IL
  IA RegisteredBroker
• Brandon WhiteCRD 2887293 · Anniston, AL
  IA RegisteredBroker
• Brian WhiteCRD 5335107 · East Brunswick, NJ
  IA RegisteredBroker
• Christopher Charles WhiteCRD 2302463 · Batavia, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Colin Gregory WhiteCRD 4477389 · Atlanta, GA
  IA RegisteredBroker
• Courtney Camille WhiteCRD 5719872 · New York, NY
  Broker
• David Olen WhiteCRD 2308718 · Bowling Green, KY
  IA RegisteredBroker
• Dustin WhiteCRD 6568955 · Chandler, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Elvie Linwood WhiteCRD 6328396 · Wilson, NC
  IA RegisteredBroker
• Gisele M WhiteCRD 6554995 · Jacksonville, FL
  IA RegisteredBroker
• Jason WhiteCRD 5938712 · Salt Lake City, UT
  IA RegisteredBroker
• Jennings Randolph WhiteCRD 2190653 · Seattle, WA
  IA RegisteredBroker
• Karen R WhiteCRD 4274394 · Chicago, IL
  IA RegisteredBroker
• Kevin Marshall WhiteCRD 2128501 · Dallas, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Mary Sherree WhiteCRD 4482480 · Calhoun, GA
  IA RegisteredBroker
• Mary Robertson WhiteCRD 4392493 · Pensacola, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Nadine WhiteCRD 2302773 · Chandler, AZ
  IA RegisteredBroker
• Robert Avery WhiteCRD 7630927 · Charlotte, NC
  IA RegisteredBroker
• Robert Arthur WhiteCRD 5232550 · Riverside, RI
  IA RegisteredBroker
  Disclosure event(s) on record
• W. Cason WhiteCRD 5397609 · Houston, TX
  IA RegisteredBroker
• Warren Dexter WhiteCRD 4523896 · Houston, TX
  IA RegisteredBroker
• Michael Douglas WhitehurstCRD 2609943 · San Antonio, TX
  IA RegisteredBroker
• David Charles WhitfordCRD 2726600 · Grand Rapids, MI
  IA RegisteredBroker
• Daniel Patrick WhitingCRD 5771724 · Wellesley Hills, MA
  IA RegisteredBroker
  Disclosure event(s) on record

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 9, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.