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 522 of 541

• Seth A WenselCRD 6430935 · El Segundo, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Cara WerkheiserCRD 5870449 · New York, NY
  IA RegisteredBroker
• Brian WerthCRD 4954030 · Livonia, MI
  IA RegisteredBroker
• Austin David WertzCRD 7221003 · Charlotte, NC
  IA RegisteredBroker
• Samuel C WertzCRD 7781295 · Indianapolis, IN
  IA RegisteredBroker
• Melissa Honea WesleyCRD 7982848 · Raleigh, NC
  IA RegisteredBroker
• Zachary John WesleyCRD 8162808 · Newport Beach, CA
  IA RegisteredBroker
• Kraig Steven WeslowCRD 6822464 · New York, NY
  Broker
• Bianca Jean WesnofskeCRD 6638334 · Garden City, NY
  IA RegisteredBroker
• Bradley Vincent WesolowskiCRD 7717742 · Niagara Falls, NY
  IA RegisteredBroker
• Matthew WesolowskiCRD 8169317 · West Des Moines, IA
  IA RegisteredBroker
• Evan Michael WesselCRD 7657800 · Rochester Hills, MI
  IA RegisteredBroker
• Natalia WessonCRD 6915846 · Washington, DC
  IA RegisteredBroker
• Andrew D WestCRD 2912728 · Rockford, IL
  IA RegisteredBroker
• Christine WestCRD 5354492 · Wellesley Hills, MA
  IA RegisteredBroker
• Deborah Lynn WestCRD 4799789 · La Jolla, CA
  IA RegisteredBroker
• Dominique Cruthirds WestCRD 2672418 · Mobile, AL
  IA RegisteredBroker
• Jacoby Z WestCRD 6919128 · Houston, TX
  IA RegisteredBroker
• Kyle J WestCRD 8083839 · Phoenix, AZ
  IA RegisteredBroker
• Kimberly West GordonCRD 2014054 · Atlanta, GA
  IA RegisteredBroker
• Landen Edward WestbrookCRD 8261293 · Gilbert, AZ
  IA RegisteredBroker
• William Todd WesterburgCRD 7828341 · Dallas, TX
  IA RegisteredBroker
• Kyle L WesterveltCRD 4603927 · Binghamton, NY
  IA RegisteredBroker
• Kelly H WestmorelandCRD 2545543 · Atlanta, GA
  IA RegisteredBroker
• John R Westmoreland (Rod)CRD 862872 · Atlanta, GA
  IA RegisteredBroker
• Joseph R WestonCRD 7137516 · Tampa, FL
  IA RegisteredBroker
• Renee WestonCRD 6159095 · The Woodlands, TX
  IA RegisteredBroker
• Kevin J WestrichCRD 7958191 · Winston Salem, NC
  IA RegisteredBroker
• Grant WetterauCRD 7350877 · Wilmington, DE
  IA RegisteredBroker
• Jaymie Brian WetzelCRD 4026581 · Los Angeles, CA
  IA RegisteredBroker
• Patricia C WetzelCRD 2752276 · Chicago, IL
  IA RegisteredBroker
• Ryan F WetzelCRD 5374043 · Canfield, OH
  IA RegisteredBroker
• Robert I WexelmanCRD 1064514 · Chesterfield, MO
  IA RegisteredBroker
• William Robert WeyandtCRD 6848861 · Saint Paul, MN
  IA RegisteredBroker
• Stephen WeydertCRD 7459441 · Ponte Vedra Beach, FL
  IA RegisteredBroker
• Julianne Patrice WhalenCRD 1516151 · Saint Petersburg, FL
  IA RegisteredBroker
• Michael WhartonCRD 6801420 · Providence, RI
  IA RegisteredBroker
• Ryan Patrick WheatleyCRD 6573422 · Bellevue, WA
  IA RegisteredBroker
• Sean P WheelahanCRD 6591077 · Jacksonville, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Travis WheeldonCRD 7308895 · Spokane, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Alexander WheelerCRD 7811435 · San Jose, CA
  IA RegisteredBroker
• Skyler C WheelerCRD 7565522 · Kansas City, MO
  IA RegisteredBroker
• Terry Alexander WheelerCRD 2778202 · Evansville, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Terry Martin WheelerCRD 7261485 · Nashville, TN
  IA RegisteredBroker
• Tristyn C WheelerCRD 7395260 · Fayetteville, AR
  IA RegisteredBroker
• Alyson Elizabeth WhelanCRD 7478298 · Succasunna, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Carlin Deborah WhelpleyCRD 7149051 · Chandler, AZ
  IA RegisteredBroker
• Aleasha Marie WhippleCRD 6380331 · Egg Harbor Township, NJ
  IA RegisteredBroker
• Joseph Anthony WhitakerCRD 7643461 · New York, NY
  IA RegisteredBroker
• Vance M WhitbyCRD 4099813 · Greenwood Village, CO
  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.