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 537 of 541
-
Julia ZdunCRD 7568499 · Chicago, ILIA RegisteredBroker
-
Susan Gaye ZeebCRD 2312949 · Chicago, ILIA RegisteredBroker
-
Vitaly ZefirovCRD 6884178 · Jacksonville, FLIA RegisteredBroker
-
Alexander Raymond ZehnerCRD 6930420 · Chandler, AZIA RegisteredBroker
-
Lee E ZeidnerCRD 7124989 · Salt Lake City, UTIA RegisteredBroker
-
Noah A ZeiglerCRD 7600106 · New York, NYIA RegisteredBroker
-
Ben A ZeislerCRD 7946414 · Fairfield, CTIA RegisteredBroker
-
David John ZeitzCRD 1272484 · Austin, TXIA RegisteredBroker
-
Alexander ZelaskoCRD 7952982 · Chicago, ILIA RegisteredBroker
-
Alma A ZelayaCRD 8206208 · Waukegan, ILIA RegisteredBroker
-
Christian Ivan ZelayaCRD 7314214 · Hoboken, NJIA RegisteredBroker
-
Julia Belle Zeldovich RosengardCRD 7238720 · Chandler, AZBroker
-
Barbara H ZelenskyCRD 7994534 · Annapolis, MDIA RegisteredBroker
-
Alex Cameron ZellersCRD 8261265 · Jacksonville, FLBroker
-
David Dwight ZellnerCRD 2363265 · Pensacola, FLIA RegisteredBrokerDisclosure event(s) on record
-
Suzy X ZengCRD 7016903 · Rolling Hills Estates, CAIA RegisteredBroker
-
Suzanne ZenknerCRD 1214254 · Dallas, TXIA RegisteredBroker
-
Alfredo ZepedaCRD 7170356 · Austin, TXIA RegisteredBroker
-
Carlos Alfredo ZepedaCRD 7147420 · Santa Maria, CAIA RegisteredBrokerDisclosure event(s) on record
-
Andrew ZeplinCRD 8036262 · Omaha, NEIA RegisteredBroker
-
Kimberly ZerbariniCRD 5103462 · Clearwater, FLIA RegisteredBroker
-
David F ZesbaughCRD 7486413 · Tacoma, WAIA RegisteredBroker
-
Annie Yu ZhangCRD 8086272 · New York, NYIA RegisteredBroker
-
Bo ZhangCRD 7241007 · New York, NYIA RegisteredBroker
-
Bo H ZhangCRD 7226331 · North Bethesda, MDIA RegisteredBroker
-
Calvin Weijun ZhangCRD 7977075 · Brooklyn, NYIA RegisteredBroker
-
Chenxuan ZhangCRD 7991936 · Boston, MAIA RegisteredBroker
-
Ensong ZhangCRD 8101519 · Philadelphia, PAIA RegisteredBroker
-
Feifei ZhangCRD 6580343 · Irvine, CAIA RegisteredBroker
-
Mina ZhangCRD 7595553 · Minneapolis, MNIA RegisteredBroker
-
Mu San ZhangCRD 8150697 · San Francisco, CAIA RegisteredBroker
-
Philip ZhangCRD 5931339 · Walnut Creek, CAIA RegisteredBroker
-
Yuebin R ZhangCRD 4663315 · Wellesley Hills, MAIA RegisteredBroker
-
Yuli ZhangCRD 6527599 · Wellesley, MAIA RegisteredBroker
-
Zhilu ZhangCRD 7665124 · Fayetteville, ARIA RegisteredBroker
-
Alan ZhaoCRD 7980953 · New York, NYBroker
-
Can ZhaoCRD 7929878 · Irvine, CAIA RegisteredBroker
-
Juan ZhaoCRD 7610236 · Newport Beach, CAIA RegisteredBroker
-
Zhanting ZhaoCRD 7757899 · New York, NYBroker
-
Danxia ZhenCRD 8140593 · Renton, WAIA RegisteredBroker
-
Annis ZhengCRD 7145671 · New York, NYIA RegisteredBroker
-
Dixin ZhengCRD 6067345 · Palo Alto, CAIA RegisteredBrokerDisclosure event(s) on record
-
Jason ZhengCRD 7148317 · Princeton, NJBroker
-
Linda ZhengCRD 6661277 · New York, NYIA RegisteredBroker
-
Wei Heng Zheng MaCRD 7931840 · Los Angeles, CAIA RegisteredBroker
-
Boyuan ZhouCRD 7183047 · Hacienda Heights, CAIA RegisteredBroker
-
Dujuan ZhouCRD 7474837 · San Gabriel, CAIA RegisteredBroker
-
Qing ZhouCRD 4440602 · Newport Beach, CAIA RegisteredBroker
-
Ru Ru ZhouCRD 7910197 · Bayside, NYIA RegisteredBroker
-
Xiaoyan ZhouCRD 7991907 · San Mateo, CAIA 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 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Sep 10, 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.