Merrill Lynch, Pierce, Fenner & Smith Incorporated
RIA
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 528 of 541
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Michael WongCRD 7600003 · Sacramento, CAIA RegisteredBrokerDisclosure event(s) on record
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Raymond Wai WongCRD 2109336 · New York, NYIA RegisteredBroker
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Amy Tsang WooCRD 1761570 · New York, NYBroker
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Adam Granby WoodCRD 7141197 · Smithtown, NYIA RegisteredBroker
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Alijah WoodCRD 8279874 · Fort Worth, TXIA RegisteredBroker
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Ansley WoodCRD 8059448 · New York, NYIA RegisteredBroker
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Ian Todd WoodCRD 7421520 · Frontenac, MOIA RegisteredBroker
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Jackson C WoodCRD 7326562 · Mount Pleasant, SCIA RegisteredBroker
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Joshua M WoodCRD 6628759 · Nashville, TNIA RegisteredBroker
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Larry T WoodCRD 7128857 · Farmington Hills, MIIA RegisteredBroker
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Robert C WoodCRD 6579551 · Pennington, NJIA RegisteredBroker
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Rory WoodCRD 6711217 · Chicago, ILIA RegisteredBroker
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Ryan WoodCRD 7679054 · Scottsdale, AZIA RegisteredBroker
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Abbigael Makenzie WoodcockCRD 7273535 · Lexington, KYIA RegisteredBroker
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Andrea Marie WoodfordCRD 7543656 · Providence, RIIA RegisteredBroker
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James Michael WoodleyCRD 6931429 · Whitehall, PAIA RegisteredBroker
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Marilyn A WoodmanCRD 2594858 · Dearborn, MIIA RegisteredBroker
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Aidan Gerald WoodsCRD 8106939 · Fairfield, CTBroker
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Carrie Lynn WoodsCRD 6674927 · Hyannis, MAIA RegisteredBroker
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Ellen WoodsCRD 2882977 · New York, NYBroker
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Emma S WoodsCRD 7910204 · Reno, NVIA RegisteredBroker
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Jackson WoodsCRD 7973523 · Atlanta, GAIA RegisteredBroker
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Corey C WoodsonCRD 4137213 · New York, NYIA RegisteredBroker
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Sholanke WoodyCRD 7157819 · Vienna, VAIA RegisteredBroker
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Ryan Andrew WooleryCRD 6641929 · Hunt Valley, MDIA RegisteredBroker
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Michael Jonathan WoolfolkCRD 6838816 · Farmington, CTIA RegisteredBroker
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Chrystal L WoollettCRD 5256842 · Camp Hill, PAIA RegisteredBroker
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Rube Anthony WoolseyCRD 7372081 · Scottsdale, AZIA RegisteredBroker
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Cooper Randolph WoolsonCRD 6443789 · Roanoke, VAIA RegisteredBroker
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Gregg WoolvenCRD 4846317 · Greenwich, CTIA RegisteredBroker
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Denise Lucille WootenCRD 4640343 · New York, NYIA RegisteredBroker
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Thomas G WordenCRD 2592758 · Pittsford, NYIA RegisteredBroker
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Gregory T WorkmanCRD 5350606 · Delray Beach, FLIA RegisteredBroker
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Shane M WorkmanCRD 5312628 · Saint Petersburg, FLIA RegisteredBroker
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Michael B WorksCRD 2730820 · Clearwater, FLIA RegisteredBrokerDisclosure event(s) on record
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Cory John WormellCRD 6734456 · Chandler, AZIA RegisteredBroker
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Charles R WormsCRD 7932321 · Chicago, ILIA RegisteredBroker
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Justin Robin WosepkaCRD 6490176 · Duluth, MNIA RegisteredBroker
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Matthew WoudstraCRD 5599193 · Scottsdale, AZIA RegisteredBrokerDisclosure event(s) on record
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Michael J WowkanechCRD 7543708 · Somers Point, NJIA RegisteredBroker
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Wasian Delta Wailan WoworCRD 7217934 · Bellevue, WAIA RegisteredBroker
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Jeremy George WozunkCRD 6947935 · Deerfield Beach, FLIA RegisteredBroker
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Janeese Alexandria WozynskiCRD 7480845 · New York, NYBroker
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Madison M WrayCRD 7541502 · Roanoke, VAIA RegisteredBroker
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Andrew J WrightCRD 4562494 · Bloomington, MNIA RegisteredBroker
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Cassie L WrightCRD 7009068 · Grand Blanc, MIIA RegisteredBroker
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Harrison D WrightCRD 7991791 · Pittsford, NYIA RegisteredBroker
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Heather Joy WrightCRD 5082805 · New York, NYIA RegisteredBroker
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Jacob B WrightCRD 8245823 · New York, NYIA RegisteredBroker
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Jaime W WrightCRD 1872379 · New York, NYIA 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.
SEC IAPD record for firm CRD 7691 ↗
FINRA BrokerCheck record for firm CRD 7691 ↗
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Data compiled Sep 9, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.