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 518 of 541

• Sueanne Marie WalshCRD 7581748 · Providence, RI
  IA RegisteredBroker
  Disclosure event(s) on record
• Dennis WalstonCRD 861574 · Stamford, CT
  IA RegisteredBroker
• Daniel August WalterCRD 7113261 · New York, NY
  Broker
• Ethan Dawson WalterCRD 7913829 · Beaumont, TX
  IA RegisteredBroker
• Keenan WalterCRD 5434625 · New York, NY
  IA RegisteredBroker
• Rachael Dawn WalterCRD 6837033 · Chandler, AZ
  Broker
• Seera WalterCRD 7140928 · Ridgefield, CT
  IA RegisteredBroker
• Terrance Allen WalterCRD 5271779 · New York, NY
  IA RegisteredBroker
• Allison WaltersCRD 7180893 · San Francisco, CA
  IA RegisteredBroker
• Caroline R WaltersCRD 7150983 · Baton Rouge, LA
  IA RegisteredBroker
• Christopher M WaltersCRD 6314628 · Garden City, NY
  IA RegisteredBroker
• Jordan L WaltersCRD 6680400 · Tulsa, OK
  IA RegisteredBroker
• Thomas E WaltersCRD 7655843 · Pennington, NJ
  IA RegisteredBroker
• Thomas Eugene WaltersCRD 2900190 · New York, NY
  IA RegisteredBroker
• Michael J WalthallCRD 6908060 · New York, NY
  IA RegisteredBroker
• Connor WaltonCRD 7148207 · La Jolla, CA
  IA RegisteredBroker
• Eric L WaltonCRD 7655953 · Baltimore, MD
  IA RegisteredBroker
• Jessica Faye WaltonCRD 7789902 · Orland Park, IL
  IA RegisteredBroker
• Marvin L WaltuchCRD 1455008 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Sean Robert WaltzCRD 2335889 · Phoenix, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Philip J WalzCRD 7679093 · Encino, CA
  IA RegisteredBroker
• Jay D WamsleyCRD 1395828 · Ogden, UT
  IA RegisteredBroker
• Jordan A WamsleyCRD 7665634 · Ogden, UT
  IA RegisteredBroker
• Mitchell J WamsleyCRD 8194201 · Ogedn, UT
  IA RegisteredBroker
• Alvin Yuheng WanCRD 7495677 · San Francisco, CA
  IA RegisteredBroker
• Flor WandaCRD 8036362 · Vienna, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Brendan WanekCRD 6948046 · Chandler, AZ
  IA RegisteredBroker
• Brian M WangCRD 7359776 · San Mateo, CA
  IA RegisteredBroker
• David Yancheng WangCRD 7038967 · Wellesley Hills, MA
  IA RegisteredBroker
• Dehao WangCRD 7480179 · San Francisco, CA
  IA RegisteredBroker
• Desy WangCRD 7059926 · Las Vegas, NV
  IA RegisteredBroker
• Fang WangCRD 8140722 · Palo Alto, CA
  IA RegisteredBroker
• Helen Elizabeth WangCRD 6356727 · New York, NY
  IA RegisteredBroker
• Jesse Tseng WangCRD 5573018 · Chicago, IL
  IA RegisteredBroker
• Kuan WangCRD 5988789 · San Mateo, CA
  IA RegisteredBroker
• Li WangCRD 6955988 · Boston, MA
  IA RegisteredBroker
• Ling WangCRD 6962136 · New York, NY
  IA RegisteredBroker
• Matthew James Borja WangCRD 6464515 · New York, NY
  IA RegisteredBroker
• Meifang WangCRD 7687735 · San Francisco, CA
  IA RegisteredBroker
• Rong WangCRD 7157950 · Hacienda Heights, CA
  IA RegisteredBroker
• Ryan P WangCRD 8153856 · Madison, WI
  IA RegisteredBroker
• Serena Yu WangCRD 7176059 · Santa Barbara, CA
  Broker
• Shuo WangCRD 6587273 · New York, NY
  IA RegisteredBroker
• Tom WangCRD 2603364 · Pasadena, CA
  IA RegisteredBroker
• Yiping WangCRD 7250289 · Houston, TX
  IA RegisteredBroker
• Duane WanglerCRD 7160468 · Tacoma, WA
  IA RegisteredBroker
• Erik Matthew WantaCRD 6875601 · Chandler, AZ
  IA RegisteredBroker
• Ryan Peter WantaCRD 6734479 · Chandler, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Brock J WappesCRD 6670599 · Indianapolis, IN
  Broker
• Mohammad WaqasCRD 8279259 · New York, NY
  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.