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 512 of 541

• Andrew C WilkinCRD 2014750 · Riverside, RI
  IA RegisteredBroker
  Disclosure event(s) on record
• Denise R WilkinsCRD 5469254 · Las Vegas, NV
  IA RegisteredBroker
• Tracy Lee WilkinsCRD 2688455 · Columbus, OH
  IA RegisteredBroker
• David Neil WilkinsonCRD 5515846 · Chicago, IL
  IA RegisteredBroker
• Kathy Larson WilkinsonCRD 1237354 · Sioux Falls, SD
  IA RegisteredBroker
• Stephen G WilkinsonCRD 5465845 · Louisville, KY
  IA RegisteredBroker
  Disclosure event(s) on record
• Ty Matthew WilkinsonCRD 2148206 · York, PA
  IA RegisteredBroker
• Michael Alexander WilkisonCRD 6350425 · Cincinnati, OH
  IA RegisteredBroker
• Michael R WillefordCRD 2976671 · Denver, CO
  IA RegisteredBroker
• Adam Wayne WilliamsCRD 5836091 · New York, NY
  Broker
  Disclosure event(s) on record
• Alexandria V WilliamsCRD 5772518 · Fort Worth, TX
  IA RegisteredBroker
• Allyson A WilliamsCRD 2828996 · New York, NY
  Broker
• Amy Lynn WilliamsCRD 5129218 · Gilbert, AZ
  IA RegisteredBroker
• Barry Joseph WilliamsCRD 2922674 · Oakland, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Beth Ann WilliamsCRD 2215845 · Jacksonville, FL
  IA RegisteredBroker
• Bradley Allen WilliamsCRD 4816919 · Evansville, IN
  IA RegisteredBroker
• Brandon Lee WilliamsCRD 7024153 · Greensboro, NC
  IA RegisteredBroker
• Brian Roger WilliamsCRD 4154441 · New York, NY
  IA RegisteredBroker
• Caroline J WilliamsCRD 5185257 · Clearwater, FL
  IA RegisteredBroker
• Eric Brian WilliamsCRD 4825293 · Saratoga Springs, NY
  IA RegisteredBroker
• Harold WilliamsCRD 1137186 · Garden City, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeffrey Scott WilliamsCRD 4268719 · Grand Blanc, MI
  IA RegisteredBroker
• Jeffrey WilliamsCRD 6391512 · Phoenix, AZ
  IA RegisteredBroker
• Jerry WilliamsCRD 4929224 · Jacksonville, FL
  IA RegisteredBroker
• Justin WilliamsCRD 5984171 · Austin, TX
  IA RegisteredBroker
• Keara Stevenson WilliamsCRD 5287489 · New Haven, CT
  IA RegisteredBroker
• Kimberly Denise WilliamsCRD 2414770 · Little Rock, AR
  IA RegisteredBroker
• Kurt J WilliamsCRD 6001096 · Boise, ID
  IA RegisteredBroker
• Laura R WilliamsCRD 4184871 · Columbia, SC
  IA RegisteredBroker
• Lora Lee Paul WilliamsCRD 2440091 · Palo Alto, CA
  IA RegisteredBroker
• Matthew L WilliamsCRD 5352514 · Atlanta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael WilliamsCRD 5550513 · North Bethesda, MD
  IA RegisteredBroker
• Michael Anthony WilliamsCRD 6386374 · Boston, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Monica T WilliamsCRD 3272208 · Santa Barbara, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Morris Eugene WilliamsCRD 5190799 · Sugar Land, TX
  IA RegisteredBroker
• Nancy Harris WilliamsCRD 1286536 · Macon, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Ne'quan WilliamsCRD 7329147 · Atlanta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Paul Guy WilliamsCRD 4786945 · Scottsdale, AZ
  IA RegisteredBroker
• Richard Timothy WilliamsCRD 3126181 · Greensburg, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Rodney David WilliamsCRD 2421354 · Houston, TX
  IA RegisteredBroker
• Sabrina N WilliamsCRD 4369309 · Atlanta, GA
  IA RegisteredBroker
• Shawn Eric WilliamsCRD 6368249 · Clayton, MO
  IA RegisteredBroker
• Sidney Augustus WilliamsCRD 6251057 · Washington, DC
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephanie Katherine WilliamsCRD 6408706 · Princeton, NJ
  IA RegisteredBroker
• Thomas Herbert WilliamsCRD 1837619 · Macon, GA
  IA RegisteredBroker
• Thomas Lynn WilliamsCRD 1140510 · Memphis, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Walter A WilliamsCRD 5797409 · Towson, MD
  IA RegisteredBroker
• Aaron Daniel WilliamsonCRD 5150107 · Jacksonville, FL
  IA RegisteredBroker
• Gregg Alan WilliamsonCRD 2088464 · Greensboro, NC
  IA RegisteredBroker
• Mary C WilliamsonCRD 1488682 · Tucson, AZ
  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 9, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.