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 523 of 541

• Adam Jack WhiteCRD 5270943 · New York, NY
  IA RegisteredBroker
• Adam R WhiteCRD 7120436 · Chicago, IL
  IA RegisteredBroker
• Christopher J WhiteCRD 6879879 · Carson City, NV
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher D WhiteCRD 6224425 · North Augusta, SC
  IA RegisteredBroker
• Connor James WhiteCRD 7656223 · Riverside, RI
  IA RegisteredBroker
• Courtney Lynn WhiteCRD 5671419 · Grand Rapids, MI
  IA RegisteredBroker
• Gabriel WhiteCRD 7374877 · Fort Worth, TX
  IA RegisteredBroker
• Haley Elizabeth WhiteCRD 8181933 · Jacksonville, FL
  IA RegisteredBroker
• Jill Marie WhiteCRD 1754108 · Terre Haute, IN
  IA RegisteredBroker
• Josephine T WhiteCRD 4942664 · Oakland, CA
  IA RegisteredBroker
• Mackenzie Elizabeth WhiteCRD 7063165 · Bloomfield Hills, MI
  IA RegisteredBroker
• Margaret Harper WhiteCRD 7946621 · Birmingham, AL
  IA RegisteredBroker
• Matthew R WhiteCRD 7800018 · Virginia Beach, VA
  IA RegisteredBroker
• Matthew Roger WhiteCRD 5309045 · Tacoma, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael WhiteCRD 7032569 · Pennington, NJ
  Broker
• Nashton WhiteCRD 7657522 · Las Vegas, NV
  IA RegisteredBroker
• Robert Alexander WhiteCRD 2422233 · Boston, MA
  IA RegisteredBroker
• Ronald Nathaniel WhiteCRD 1404930 · Atlanta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Samantha Ann WhiteCRD 7123175 · Auburn Hills, MI
  IA RegisteredBroker
• Shari Rene WhiteCRD 2419348 · San Antonio, TX
  IA RegisteredBroker
• Timothy James WhiteCRD 6681984 · Houston, TX
  IA RegisteredBroker
• William J WhiteCRD 3089821 · Short Hills, NJ
  IA RegisteredBroker
• Carson WhitemanCRD 7439414 · New York, NY
  IA RegisteredBroker
• Robert Calvin WhitesideCRD 2525190 · Annapolis, MD
  IA RegisteredBroker
• Jack William WhitleyCRD 7670823 · Oak Brook, IL
  IA RegisteredBroker
• Stephen Charles WhitleyCRD 5559494 · Jacksonville, FL
  IA RegisteredBroker
• Lilli Ann WhitlowCRD 8101664 · Louisville, KY
  IA RegisteredBroker
• Alexander WhitmoreCRD 6991360 · Boston, MA
  IA RegisteredBroker
• Terry Alan WhitmoreCRD 1659832 · Delray Beach, FL
  IA RegisteredBroker
• Dena K WhitneyCRD 2693753 · Bloomington, IL
  IA RegisteredBroker
• Jonathan D WhitselCRD 6587716 · New York, NY
  IA RegisteredBroker
• Eric WhitsettCRD 2797212 · New York, NY
  IA RegisteredBroker
• Michael Anthony WhittakerCRD 8228661 · Brentwood, TN
  IA RegisteredBroker
• Jessica WhittonCRD 6280785 · Palm Harbor, FL
  IA RegisteredBroker
• Franklin S WhitworthCRD 4900754 · Duluth, GA
  IA RegisteredBroker
• David Glenn WhortonCRD 3094890 · Houston, TX
  IA RegisteredBroker
• Glyn WhyteCRD 6959779 · Farmington Hills, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Paul WibbenmeyerCRD 6897161 · Chesterfield, MO
  IA RegisteredBroker
• Vincent Andrew WibleCRD 6964865 · New York, NY
  IA RegisteredBroker
• Christopher David WickCRD 7964626 · Chandler, AZ
  IA RegisteredBroker
• Jacquelyn S WicklundCRD 5955825 · Jacksonville, FL
  IA RegisteredBroker
• Mckayla WidenerCRD 7757348 · New York, NY
  IA RegisteredBroker
• Kevin WidmayerCRD 6801452 · Hunt Valley, MD
  IA RegisteredBroker
• Richard E WidmerCRD 5988286 · Lakewood, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Ryan William WiebeCRD 7480235 · Washington, DC
  IA RegisteredBroker
• Michael John WieberCRD 8206265 · Massapequa Park, NY
  IA RegisteredBroker
• Christopher WiebuschCRD 7536624 · Campbell, CA
  IA RegisteredBroker
• Michael A WieczorekCRD 7289770 · Chandler, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Laura F WiedemanCRD 6641702 · Worcester, MA
  IA RegisteredBroker
• Sara WiedenmannCRD 7913827 · Boulder, CO
  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.