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 515 of 541

• Ziqi WongCRD 7634129 · San Jose, CA
  IA RegisteredBroker
• Austin WoodCRD 7619011 · Charlotte, NC
  IA RegisteredBroker
• Dennis L WoodCRD 2509029 · Fort Smith, AR
  IA RegisteredBroker
• F Michael WoodCRD 4557716 · San Antonio, TX
  IA RegisteredBroker
• J J WoodCRD 2371315 · Chicago, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• James M WoodCRD 5517060 · Tucson, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeffery J WoodCRD 6031148 · Saginaw, MI
  IA RegisteredBroker
• Jill WoodCRD 5882126 · Kansas City, MO
  IA RegisteredBroker
• Jonathan Zachary WoodCRD 4704869 · Exton, PA
  IA RegisteredBroker
• Maria S WoodCRD 3138792 · Boca Raton, FL
  IA RegisteredBroker
• Matthew B WoodCRD 5795166 · Atlanta, GA
  IA RegisteredBroker
• Rick Gene WoodCRD 1081787 · Scottsdale, AZ
  IA RegisteredBroker
• Traci Shannon WoodCRD 4233616 · Austin, TX
  IA RegisteredBroker
• Kyle Austin WoodardCRD 7589399 · San Antonio, TX
  IA RegisteredBroker
• Leanne B WoodardCRD 1651287 · Hilton Head Island, SC
  IA RegisteredBroker
• Vaughn WoodardCRD 4079984 · New York, NY
  IA RegisteredBroker
• Brian Michael WoodkeCRD 2406799 · Birmingham, AL
  IA RegisteredBroker
• Brett Michael WoodsCRD 4677423 · Peoria, AZ
  IA RegisteredBroker
• Daniel John WoodsCRD 1829136 · Reno, NV
  IA RegisteredBroker
  Disclosure event(s) on record
• Frederick Paul WoodsCRD 1447058 · Kingston, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Kirsti Ann WoodsCRD 4266700 · Bellevue, WA
  IA RegisteredBroker
• Christopher Dwayne WooldridgeCRD 7705469 · Houston, TX
  IA RegisteredBroker
• Dean Alan WoolworthCRD 3129308 · Lake Oswego, OR
  IA RegisteredBroker
• Colin S WordenCRD 6342715 · Pittsford, NY
  IA RegisteredBroker
• Mark WormuthCRD 6280577 · Providence, RI
  IA RegisteredBroker
• Karen Gordon WorrellCRD 2251459 · Ridgeland, MS
  IA RegisteredBroker
• John M WorsowiczCRD 5763296 · Jacksonville, FL
  IA RegisteredBroker
• Regina L WorthamCRD 2529287 · Dallas, TX
  IA RegisteredBroker
• Jeffrey David WorthingtonCRD 1048599 · Riverhead, NY
  IA RegisteredBroker
• Kara Elizabeth WorthingtonCRD 3029117 · Atlanta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kevin Eric WortmannCRD 2682727 · Ponte Vedra Beach, FL
  IA RegisteredBroker
• Lori WoznickCRD 5136978 · Jacksonville, FL
  IA RegisteredBroker
• Jeanette M WrennCRD 4765562 · New York, NY
  Broker
• Timothy J WrennCRD 4687932 · New York, NY
  Broker
• David C WrightCRD 1872281 · Chicago, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• James Dissmore WrightCRD 2964935 · Pasadena, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• James Leitch WrightCRD 6347427 · Tallahassee, FL
  IA RegisteredBroker
• Jermaine J WrightCRD 6499036 · Pennington, NJ
  IA RegisteredBroker
• Joseph Daniel WrightCRD 5358104 · Atlanta, GA
  IA RegisteredBroker
• Robert Thurman WrightCRD 2139657 · Akron, OH
  IA RegisteredBroker
• Russell H WrightCRD 6016663 · Chandler, AZ
  IA RegisteredBroker
• Wendy J WrightCRD 2585829 · Fort Worth, TX
  Broker
• Peter WroblewskiCRD 3009950 · New York, NY
  Broker
• Jin Cheng Darrin WuCRD 6632893 · Richmond, CA
  IA RegisteredBroker
• Mark Pang-Chung WuCRD 4749222 · New York, NY
  IA RegisteredBroker
• Nick L WuCRD 2385149 · Oklahoma City, OK
  IA RegisteredBroker
  Disclosure event(s) on record
• Terry WuCRD 6352695 · New York, NY
  Broker
• Danika WukichCRD 6135272 · Sewickley, PA
  IA RegisteredBroker
• Nicole C WulkerCRD 4982580 · Cincinnati, OH
  IA RegisteredBroker
• Karl Douglas WunderlichCRD 2459677 · Frontenac, MO
  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.