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 513 of 541

• Tate Douglas WilliamsonCRD 6582966 · Bakersfield, CA
  IA RegisteredBroker
• Julie Lynne Williamson-BressetCRD 4406271 · Fort Lauderdale, FL
  IA RegisteredBroker
• Alison Frances WilligCRD 5385782 · Wellesley Hills, MA
  IA RegisteredBroker
• Danielle M WilligCRD 3275696 · New Orleans, LA
  Broker
• Janet Mock WillinghamCRD 1013092 · Punta Gorda, FL
  IA RegisteredBroker
• Bradley WillisCRD 6315934 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Eric L WillisCRD 5610792 · Gilbert, AZ
  IA RegisteredBroker
• Eric Kyle WillisCRD 5590900 · Temecula, CA
  IA RegisteredBroker
• Timothy Joseph WillisCRD 3113500 · Hyannis, MA
  IA RegisteredBroker
• Pebble S WilloughbyCRD 4131056 · Akron, OH
  IA RegisteredBroker
• Mirella WilmotCRD 3160446 · Houston, TX
  IA RegisteredBroker
• Julie A WilseyCRD 5278946 · Traverse City, MI
  IA RegisteredBroker
• Brett Michael WilsonCRD 5763465 · Augusta, GA
  IA RegisteredBroker
• Brian W WilsonCRD 4802468 · Jacksonville, FL
  IA RegisteredBroker
• Erron Garrett WilsonCRD 4777434 · New York, NY
  Broker
• Euan Cameron WilsonCRD 6413136 · New York, NY
  IA RegisteredBroker
• Gary Edward WilsonCRD 4766246 · Jacksonville, FL
  IA RegisteredBroker
• Gregory J WilsonCRD 3148331 · New York, NY
  IA RegisteredBroker
• Jeffrey J WilsonCRD 2980818 · Jacksonville, FL
  IA RegisteredBroker
• Jennifer A WilsonCRD 5994805 · Punta Gorda, FL
  IA RegisteredBroker
• Jennifer WilsonCRD 6277987 · Virginia Beach, VA
  IA RegisteredBroker
• Joseph Donald WilsonCRD 1555573 · Ocean City, MD
  IA RegisteredBroker
• Joseph Coleman WilsonCRD 4064213 · Milwaukee, WI
  IA RegisteredBroker
• Joshua James WilsonCRD 6333482 · Cincinnati, OH
  IA RegisteredBroker
• Kevin Ronald WilsonCRD 4211518 · Jacksonville, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Lane Patrick WilsonCRD 2700122 · Huntsville, AL
  IA RegisteredBroker
• Lee WilsonCRD 4024420 · Clifton Park, NY
  IA RegisteredBroker
• Richard Mark WilsonCRD 2987413 · Scottsdale, AZ
  IA RegisteredBroker
• Shane WilsonCRD 6253549 · Alpharetta, GA
  IA RegisteredBroker
• Thomas Scott WilsonCRD 1274052 · Northbrook, IL
  IA RegisteredBroker
• Timothy K WilsonCRD 5721429 · Greenwood Village, CO
  IA RegisteredBroker
• Timothy George WilsonCRD 5023703 · Dallas, TX
  IA RegisteredBroker
• Velrick Oeida WilsonCRD 2765707 · Amarillo, TX
  IA RegisteredBroker
• Wade Macdonald WilsonCRD 3001900 · Upper Saint Clair, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• William Mccartney WilsonCRD 6955743 · Washington, DC
  IA RegisteredBroker
• Richard C WiltCRD 1849007 · Palm Beach, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Kelly Alan WindhamCRD 6941999 · Dothan, AL
  IA RegisteredBroker
• Alice J WindsorCRD 1468817 · Brentwood, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian Eugene WinekeCRD 4464941 · Seattle, WA
  IA RegisteredBroker
• Heather Jean WinfieldCRD 3124042 · Saint Paul, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Joseph Albert WingardCRD 2864795 · Beverly Hills, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Susan Lucy WingardCRD 1142296 · Beverly Hills, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Evan R WinikCRD 4814683 · North Bethesda, MD
  IA RegisteredBroker
• Andrew Dean WinklerCRD 5247017 · Clearwater, FL
  IA RegisteredBroker
• Eric WinklerCRD 5485025 · Houston, TX
  IA RegisteredBroker
• Courtney Jennifer WinterCRD 7225391 · Williamsburg, VA
  Broker
  Disclosure event(s) on record
• Karen A WintersCRD 5141908 · Palm Harbor, FL
  IA RegisteredBroker
• Mary E WintersCRD 1572516 · Poughkeepsie, NY
  IA RegisteredBroker
• Russell Brian WinthropCRD 2422635 · Statesville, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Joseph Churchill WiseCRD 1547036 · Corpus Christi, TX
  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.