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 526 of 541

• George D WilsonCRD 1723220 · Winter Park, FL
  IA RegisteredBroker
• Jacob WilsonCRD 7825973 · Coeur D'alene, ID
  IA RegisteredBroker
• Jacqueline Alise WilsonCRD 7656191 · Chicago, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason C WilsonCRD 6301767 · Jacksonville, FL
  IA RegisteredBroker
• Jayden Matthew WilsonCRD 7569288 · The Woodlands, TX
  IA RegisteredBroker
• Jon S WilsonCRD 1197570 · Ogden, UT
  IA RegisteredBroker
  Disclosure event(s) on record
• Joseph William WilsonCRD 8247827 · Thornton, CO
  IA RegisteredBroker
• Justin P WilsonCRD 6617319 · Vienna, VA
  IA RegisteredBroker
• Kaleb WilsonCRD 7801834 · Fort Worth, TX
  IA RegisteredBroker
• Katelyn B WilsonCRD 6749638 · Exton, PA
  IA RegisteredBroker
• Kathleen T WilsonCRD 4828135 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Kedar WilsonCRD 6042868 · New York, NY
  IA RegisteredBroker
• Kristy Marie WilsonCRD 4455265 · Louisville, KY
  IA RegisteredBroker
  Disclosure event(s) on record
• Laine Marie WilsonCRD 4687597 · New York, NY
  IA RegisteredBroker
• Mary WilsonCRD 5847125 · Draper, UT
  IA RegisteredBroker
• Michael Anthony WilsonCRD 6564993 · Pennington, NJ
  IA RegisteredBroker
• Roderick WilsonCRD 6707660 · Frisco, TX
  IA RegisteredBroker
• Susan A WilsonCRD 1033976 · Burlington, MA
  IA RegisteredBroker
• Sydney Elizabeth WilsonCRD 6216657 · Newport Beach, CA
  IA RegisteredBroker
• Tony E WilsonCRD 2456542 · Pennington, NJ
  IA RegisteredBroker
• Tyreek Conroy WilsonCRD 7144306 · Mount Laurel, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• David Wilson Jr.CRD 825274 · Greenwich, CT
  IA RegisteredBroker
• Richard C WiltCRD 7889764 · Palm Beach, FL
  IA RegisteredBroker
• Allan WiltshireCRD 7560871 · Athens, GA
  IA RegisteredBroker
• Brandon WimbishCRD 6509836 · Roanoke, VA
  IA RegisteredBroker
• Daniel Stephen WimerCRD 6855482 · Charlotte, NC
  IA RegisteredBroker
• Mark Edward WinbergCRD 2921856 · Duluth, MN
  IA RegisteredBroker
• Tyler J WinbergCRD 7480233 · Duluth, MN
  Broker
• William D WindleyCRD 6124782 · New York, NY
  IA RegisteredBroker
• Skylar WineCRD 7271395 · Leawood, KS
  IA RegisteredBroker
• Karen Ann WinesCRD 2120545 · Pennington, NJ
  IA RegisteredBroker
• Emily WingfieldCRD 7137446 · New York, NY
  IA RegisteredBroker
• Howard WingfieldCRD 6334290 · Atlanta, GA
  IA RegisteredBroker
• Richard Henry WinkleCRD 6278441 · Pennington, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Brandon O WinklerCRD 4199472 · Las Vegas, NV
  IA RegisteredBroker
• Eric David WinklerCRD 6751837 · Farmington Hills, MI
  IA RegisteredBroker
• Mary Alice WinnCRD 2100769 · Syracuse, NY
  IA RegisteredBroker
• Ryan Wayne WinnCRD 6959791 · Clayton, MO
  IA RegisteredBroker
• Gregory WinslowCRD 7186593 · Riverside, RI
  IA RegisteredBroker
• Blake Elliott WinstonCRD 7513027 · Chandler, AZ
  IA RegisteredBroker
• Cortney Veneshia WinstonCRD 7730880 · Marietta, GA
  IA RegisteredBroker
• Alex Richard WintCRD 6783447 · Bloomfield Hills, MI
  IA RegisteredBroker
• Mitchell A WinterCRD 4539709 · New York, NY
  IA RegisteredBroker
• Susan Kirsch WintermuteCRD 7070918 · Chesterfield, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Mark WintersCRD 5153640 · Jacksonville, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Shanelle I WintersCRD 8228813 · Modesto, CA
  IA RegisteredBroker
• James P WintonCRD 7144793 · San Antonio, TX
  IA RegisteredBroker
• David Thomas WinwardCRD 7656189 · Pennington, NJ
  IA RegisteredBroker
• Amanda WiseCRD 7314169 · Summerville, SC
  IA RegisteredBroker
• Jacob Matthew WiseCRD 7838913 · Chandler, AZ
  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.