Merrill Lynch, Pierce, Fenner & Smith Incorporated
RIA
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 514 of 541
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Katarzyna Anna WiselkaCRD 6522013 · Deer Park, ILIA RegisteredBroker
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Michael S WismanCRD 5473144 · Exton, PAIA RegisteredBroker
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Eric William WisniewskiCRD 5012375 · Pennington, NJIA RegisteredBroker
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Kelly Mazzetti WisniewskiCRD 3155013 · Upper Saint Clair, PAIA RegisteredBroker
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Joshua Daniel WisotskyCRD 3083130 · East Brunswick, NJIA RegisteredBroker
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Bradley Nathan WissCRD 5989469 · Chicago, ILIA RegisteredBroker
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Thomas W WithersCRD 6274855 · West Jordan, UTIA RegisteredBroker
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James C WithrowCRD 6268480 · Jacksonville, FLIA RegisteredBroker
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Cheryl M WitteCRD 4867754 · Bridgewater, NJIA RegisteredBroker
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Mark Patrick WitteCRD 3043422 · Greensboro, NCIA RegisteredBroker
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Heather Lynn WittenCRD 3240312 · Columbus, OHIA RegisteredBroker
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Robert K WittpennCRD 5069898 · Pennington, NJIA RegisteredBroker
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Tammy Susan WitzgallCRD 4149927 · Saginaw, MIIA RegisteredBroker
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Jared C WixCRD 5993799 · Charlotte, NCIA RegisteredBrokerDisclosure event(s) on record
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Timothy A WoehleCRD 6310571 · Jacksonville, FLIA RegisteredBroker
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Daniel Aaron WohlCRD 5133281 · Farmington Hills, MIIA RegisteredBroker
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Jon Thomas WohlgemuthCRD 2309733 · Florham Park, NJIA RegisteredBroker
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Peter Francis WojanowskiCRD 2015500 · Akron, OHIA RegisteredBrokerDisclosure event(s) on record
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Matthew L WojciechowskiCRD 6174422 · Jacksonville, FLIA RegisteredBroker
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Claire M WojnarCRD 5726563 · Pennington, NJIA RegisteredBroker
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Stephen Nicholas WolanskeCRD 1969224 · Greenwich, CTIA RegisteredBrokerDisclosure event(s) on record
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Chad A WolcottCRD 3179108 · Redding, CAIA RegisteredBroker
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Jeffrey Wallace WoldCRD 4500071 · San Francisco, CAIA RegisteredBroker
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James William Patrick WolfCRD 5070213 · Charlotte, NCIA RegisteredBroker
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Jeffrey Louis WolfCRD 3252497 · Guilford, CTIA RegisteredBroker
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Kimberli Paige WolfCRD 4618887 · Boca Raton, FLIA RegisteredBroker
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Maria Korina WolfCRD 5116665 · Weston, FLIA RegisteredBroker
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Matthew R WolfCRD 5704819 · Milwaukee, WIIA RegisteredBroker
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Ryan Christian WolfCRD 6441455 · Jacksonville, FLIA RegisteredBroker
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Jeffrey D WolfeCRD 2636536 · Columbus, OHIA RegisteredBrokerDisclosure event(s) on record
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Jonathan Eric WolfeCRD 3108294 · Greenwich, CTIA RegisteredBroker
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Stephen B WolfeCRD 6468777 · Jacksonville, FLIA RegisteredBroker
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Wade Mitchell WolfeCRD 2176762 · Wayne, NJIA RegisteredBrokerDisclosure event(s) on record
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Cynthia Gail WolffCRD 3231444 · New York, NYIA RegisteredBroker
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Sarah M WolffCRD 6050523 · Akron, OHIA RegisteredBroker
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Kirk Jason WolfordCRD 2376329 · Boston, MAIA RegisteredBroker
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Graham Alfred WolframCRD 5929996 · Garden City, NYIA RegisteredBroker
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Bryant WolfsonCRD 6514348 · Chicago, ILIA RegisteredBroker
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Jeanne Ann WolkCRD 6640262 · Fort Lauderdale, FLIA RegisteredBroker
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Michael James WollbrinkCRD 3230310 · Orland Park, ILIA RegisteredBrokerDisclosure event(s) on record
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Bryan J WollheimCRD 3088410 · Scottsdale, AZIA RegisteredBrokerDisclosure event(s) on record
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Kevin William WolnikCRD 3182717 · Aventura, FLIA RegisteredBroker
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Timothy C WomackCRD 2310186 · Northbrook, ILIA RegisteredBrokerDisclosure event(s) on record
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Alan N WongCRD 4785278 · San Francisco, CAIA RegisteredBroker
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Brian WongCRD 5944112 · Florham Park, NJIA RegisteredBroker
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Cynthia Wa WongCRD 2442959 · Brea, CAIA RegisteredBroker
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Grace WongCRD 1447096 · New York, NYIA RegisteredBroker
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Joanne S WongCRD 4994966 · New York, NYIA RegisteredBroker
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Matthew Y WongCRD 5775936 · Pasadena, CAIA RegisteredBroker
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Minnie L. WongCRD 4684415 · Las Vegas, NVIA 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.
SEC IAPD record for firm CRD 7691 ↗
FINRA BrokerCheck record for firm CRD 7691 ↗
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Data compiled Sep 9, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.