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 527 of 541

• Jeffrey Nichols WiseCRD 7922325 · Corpus Christi, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Philip E WiseCRD 2749953 · Ponte Vedra Beach, FL
  IA RegisteredBroker
• Bradley James WisecupCRD 6488296 · Tulsa, OK
  IA RegisteredBroker
• Justin Taylor WisemanCRD 6664415 · Fort Smith, AR
  IA RegisteredBroker
• D. Scott Scott WismanCRD 1085875 · Exton, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Greg M WisniewskiCRD 7545422 · Utica, NY
  IA RegisteredBroker
• Sarah M WisniewskiCRD 2340516 · Los Angeles, CA
  IA RegisteredBroker
• Sheila M WistarCRD 7646682 · Canfield, OH
  IA RegisteredBroker
• Peyton M WitcherCRD 7398281 · La Jolla, CA
  IA RegisteredBroker
• John Aaron WittCRD 4063782 · Greenville, SC
  IA RegisteredBroker
• Thomas Michael WitteCRD 5176123 · Seattle, WA
  IA RegisteredBroker
• Jaden S Witte-SchrockCRD 7950522 · Hanover, NH
  IA RegisteredBroker
• Benjamin E WittenCRD 6561718 · Tacoma, WA
  IA RegisteredBroker
• Christopher Michael WittenbrinkCRD 6891423 · Everett, WA
  IA RegisteredBroker
• Michael Edward WittlingerCRD 8083869 · Hudson, OH
  IA RegisteredBroker
• Christopher J WittmanCRD 4156743 · Spokane, WA
  IA RegisteredBroker
• Hannah Curry WittmanCRD 7119464 · Fort Myers, FL
  IA RegisteredBroker
• Kelly WittpennCRD 6371189 · Annapolis, MD
  IA RegisteredBroker
• Max Carlton WoelferCRD 7998428 · New York, NY
  Broker
• Russell Dylan WoeltzCRD 6684937 · Wellesley Hills, MA
  IA RegisteredBroker
• Cooper C WoestCRD 8228650 · Hunt Valley, MD
  IA RegisteredBroker
• Sara E WohlCRD 5699928 · Ann Arbor, MI
  IA RegisteredBroker
• Michael J WohlgemuthCRD 4609721 · Fort Lauderdale, FL
  IA RegisteredBroker
• Bartosz WojciechowskiCRD 6717969 · Pennington, NJ
  IA RegisteredBroker
• Nathaniel B WojcikCRD 8158371 · East Providence, RI
  IA RegisteredBroker
• Surafeal WoldayCRD 6771605 · Burlington, MA
  IA RegisteredBroker
• George D WolfCRD 3177605 · Albany, NY
  IA RegisteredBroker
• Logan WolfCRD 7149501 · New York, NY
  IA RegisteredBroker
• Karalynne WolfeCRD 5373799 · Coral Gables, FL
  IA RegisteredBroker
• Ryan James WolffCRD 6797572 · Miamisburg, OH
  IA RegisteredBroker
• Samantha WolffisCRD 6934170 · Charlotte, NC
  IA RegisteredBroker
• Mandy Judith WolkCRD 2393444 · Great Neck, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Kyle Patrick WollCRD 8194081 · Lynbrook, NY
  IA RegisteredBroker
• Laurie J WolowiczCRD 3150257 · Pepper Pike, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Jack Christopher WolterCRD 7190033 · Chicago, IL
  IA RegisteredBroker
• Daniel WomackCRD 6723125 · Winter Park, FL
  IA RegisteredBroker
• Shameka WombleyCRD 7086556 · Iselin, NJ
  IA RegisteredBroker
• Jeremy J WonchCRD 7647125 · Madison Heights, MI
  IA RegisteredBroker
• Allison WongCRD 7086569 · Rancho Santa Fe, CA
  IA RegisteredBroker
• Bertrand WongCRD 2918995 · New York, NY
  IA RegisteredBroker
• Carol WongCRD 7931934 · Newport Beach, CA
  IA RegisteredBroker
• Craig Thomas WongCRD 1408444 · Ontario, CA
  IA RegisteredBroker
• Edman WongCRD 8017126 · San Jose, CA
  IA RegisteredBroker
• Edwin Arsen WongCRD 7513469 · Chandler, AZ
  IA RegisteredBroker
• Hanson Pui WongCRD 4205653 · San Francisco, CA
  IA RegisteredBroker
• Jonathan Ning-Hoi WongCRD 6930385 · Irving, TX
  IA RegisteredBroker
• King Kwok WongCRD 1901491 · San Jose, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Lauren M WongCRD 6367909 · Brea, CA
  IA RegisteredBroker
• Man Shing Kevin WongCRD 6637140 · Alameda, CA
  IA RegisteredBroker
• Matthew Check WongCRD 4294940 · Charlotte, NC
  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.