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 521 of 541

• Seth Benjamin WeilCRD 7757331 · New York, NY
  Broker
• Marc J WeinCRD 7284502 · Richmond, VA
  IA RegisteredBroker
• Carlie Kay WeinandtCRD 7005803 · Sioux Falls, SD
  IA RegisteredBroker
• Drew Ellis WeinbergerCRD 6679843 · Washington, DC
  IA RegisteredBroker
  Disclosure event(s) on record
• Jacqueline WeinerCRD 2254026 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Jordan Lowell WeinerCRD 6103389 · Egg Harbor Township, NJ
  IA RegisteredBroker
• Robert WeintraubCRD 5876840 · Coral Gables, FL
  IA RegisteredBroker
• Teresa V-F WeintraubCRD 6597198 · Coral Gables, FL
  IA RegisteredBroker
• John WeinzelbaumCRD 7014996 · Chicago, IL
  IA RegisteredBroker
• Brandon Joseph WeirCRD 6955966 · Chandler, AZ
  IA RegisteredBroker
• Elspeth WeisCRD 5646607 · Minneapolis, MN
  IA RegisteredBroker
• Brett Harris WeisbergCRD 7261747 · New York, NY
  IA RegisteredBroker
• Carli R. WeisbergCRD 7593745 · New York, NY
  IA RegisteredBroker
• Toni-Ann Monique WeiseCRD 7846009 · Jacksonville, FL
  IA RegisteredBroker
• Wesley Dale WeiseCRD 4564609 · Denver, CO
  IA RegisteredBroker
• Robert D WeisenbergerCRD 2583832 · Eau Claire, WI
  IA RegisteredBroker
• Christian WeissCRD 7465241 · Boston, MA
  IA RegisteredBroker
• Elijah A WeissCRD 7624063 · Albany, NY
  IA RegisteredBroker
• Jeffrey N WeissCRD 6538534 · Philadelphia, PA
  IA RegisteredBroker
• Lawrence A WeissCRD 2218632 · Paramus, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• C T WeissingCRD 726414 · Stuart, FL
  IA RegisteredBroker
• Cailey Claire WelchCRD 7855581 · Great Neck, NY
  IA RegisteredBroker
• Jodi WelchCRD 6839792 · Ridgeland, MS
  IA RegisteredBroker
• Michael W WelchCRD 5477296 · Rockledge, FL
  IA RegisteredBroker
• Natalie K WelchCRD 4638169 · Kansas City, MO
  IA RegisteredBroker
• Philip Craig WelchCRD 6600964 · Grand Rapids, MI
  IA RegisteredBroker
• Samuel T WelchCRD 8279354 · Chandler, AZ
  Broker
• James Francis WeldeCRD 8114567 · Bala Cynwyd, PA
  IA RegisteredBroker
• Patrick J WeldeCRD 1905819 · Bala Cynwyd, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• William R WeldenCRD 6195143 · Birmingham, AL
  IA RegisteredBroker
• William D WeldonCRD 7008790 · Plantation, FL
  IA RegisteredBroker
• Christopher WelfleyCRD 4283869 · Latham, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Kathryn M WellesCRD 3273973 · New York, NY
  IA RegisteredBroker
• David James WellsCRD 7684669 · New York, NY
  Broker
• De Andre Marilyn WellsCRD 7360580 · Naples, FL
  IA RegisteredBroker
• Deneen Danner WellsCRD 6907658 · Statesville, NC
  IA RegisteredBroker
• Joseph WellsCRD 5624953 · Charlotte, NC
  IA RegisteredBroker
• Parker WellsCRD 7528473 · Henderson, NV
  IA RegisteredBroker
• Timothy Adam WellsCRD 6873120 · New York, NY
  IA RegisteredBroker
• Blake M WelptonCRD 4042005 · Oakland, CA
  IA RegisteredBroker
• Matthew Harry WelsCRD 6906890 · New York, NY
  IA RegisteredBroker
• Stefanie WelschCRD 7699269 · El Paso, TX
  IA RegisteredBroker
• Gregory F WelshCRD 1660751 · Mckinney, TX
  IA RegisteredBroker
• Mark E WelshCRD 7910229 · Pennington, NJ
  IA RegisteredBroker
• Ryan WelshCRD 8067795 · Gastonia, NC
  IA RegisteredBroker
• Jordan Lee WelterCRD 7893124 · Coeur D Alene, ID
  IA RegisteredBroker
  Disclosure event(s) on record
• Chassidy Taylor WendellCRD 3107897 · Jacksonville, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Kevin Charles WendoloskiCRD 7893131 · Schenectady, NY
  IA RegisteredBroker
• Carly WendtCRD 6720855 · Denver, CO
  IA RegisteredBroker
• Daniel L WennerCRD 5647266 · 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.