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 516 of 541

• Charles Phillip WursterCRD 2774382 · Chicago, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Bridget Sullivan WyattCRD 5043500 · Stamford, CT
  IA RegisteredBroker
• Yvonne A WyerCRD 6065389 · Vienna, VA
  IA RegisteredBroker
• David A WymanCRD 4698159 · Boston, MA
  IA RegisteredBroker
• Gregory L WymanCRD 5565020 · Boston, MA
  IA RegisteredBroker
• John Donald WymanCRD 1560725 · Boston, MA
  IA RegisteredBroker
• Jennifer Catherine WynnCRD 2247849 · Seattle, WA
  IA RegisteredBroker
• Chassidy G WynneCRD 7389122 · Waco, TX
  IA RegisteredBroker
• Thitsanin Wachara-AmnuoyCRD 8169550 · Land O Lakes, FL
  IA RegisteredBroker
• Jason H WachtlerCRD 5028218 · Garden City, NY
  IA RegisteredBroker
• Lea Dela Cruz WadaCRD 6728531 · Anaheim, CA
  IA RegisteredBroker
• Sally Ramone WaddingtonCRD 6034879 · Jacksonville, FL
  Broker
• Marija WadeCRD 6587922 · Baltimore, MD
  IA RegisteredBroker
• Nicholas Stevens WadeCRD 7452905 · Chandler, AZ
  IA RegisteredBroker
• Sydney A WadeCRD 6985102 · Billings, MT
  IA RegisteredBroker
• Seth Mitchell WadleyCRD 7248403 · Chicago, IL
  IA RegisteredBroker
• Lindsey Diane WaffleCRD 7639928 · Tulsa, OK
  IA RegisteredBroker
  Disclosure event(s) on record
• Richard WagerCRD 6404000 · East Brunswick, NJ
  IA RegisteredBroker
• Emily WaggonerCRD 5610230 · Tulsa, OK
  IA RegisteredBroker
• Benjamin WagnerCRD 7236375 · Chicago, IL
  IA RegisteredBroker
• Brad F WagnerCRD 2725806 · Saratoga Springs, NY
  IA RegisteredBroker
• Brendan WagnerCRD 6216809 · Fort Worth, TX
  IA RegisteredBroker
• Brian Thomas WagnerCRD 6657341 · Washington, DC
  IA RegisteredBroker
• Charles Edward WagnerCRD 8305755 · New York, NY
  IA RegisteredBroker
• Daniel M. WagnerCRD 4680053 · El Segundo, CA
  Broker
• Jasmine Tynae WagnerCRD 7958210 · Jacksonville, FL
  IA RegisteredBroker
• Keith WagnerCRD 7386755 · Bloomfield Hills, MI
  IA RegisteredBroker
• Kyle C WagnerCRD 7513071 · Pittsburgh, PA
  IA RegisteredBroker
• Mason Mueller WagnerCRD 7843378 · Chicago, IL
  IA RegisteredBroker
• Rebecca Martha WagnerCRD 6848774 · Tomball, TX
  IA RegisteredBroker
• Thomas John WagnerCRD 2235740 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Violeta WagnerCRD 4284597 · New York, NY
  BrokerRegistration inactive
• Susanne Katja Wagner-WilsonCRD 4373402 · New York, NY
  IA RegisteredBroker
• Drew WagnildCRD 7557726 · Sewickley, PA
  IA RegisteredBroker
• Jonathon Blake WagonerCRD 8101671 · Huntersville, NC
  IA RegisteredBroker
• Mackenzie W WahlCRD 6548317 · Myrtle Beach, SC
  IA RegisteredBroker
• William Todd WahlCRD 2116212 · Chesterfield, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• David J WaitrovichCRD 1064617 · San Francisco, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Nelob WaizCRD 7639906 · Jacksonville, FL
  IA RegisteredBroker
• Samuel WajnerCRD 1248953 · Florham Park, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael C WakesCRD 5303903 · Kansas City, MO
  IA RegisteredBroker
• Kelly WaldeleCRD 7304256 · New York, NY
  IA RegisteredBroker
• Robert Joseph WaldeleCRD 703591 · New York, NY
  IA RegisteredBroker
• Jonah WalderCRD 8261173 · Fort Worth, TX
  Broker
• David W WaldoCRD 1785991 · Farmington, CT
  IA RegisteredBroker
• Daniel J WaldronCRD 7508562 · Branford, CT
  IA RegisteredBroker
• Matthew Stephen WaldronCRD 7038973 · Roseville, CA
  IA RegisteredBroker
• Malik Farrad WaleedCRD 6134497 · Washington, DC
  IA RegisteredBroker
  Disclosure event(s) on record
• Anaita Wali ZadaCRD 8228783 · Vienna, VA
  IA RegisteredBroker
• Brandon Ray WalkerCRD 5160436 · Dallas, TX
  Broker

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.