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 540 of 541

• Aida HadzicCRD 5288016 · Ponte Vedra Beach, FL
  IA RegisteredBroker
• Mahmoud HarbCRD 8067761 · Fairfax, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Adam HartwighCRD 7225386 · Rochester, NY
  IA RegisteredBroker
• Carina HerreraCRD 7561012 · Houston, TX
  IA RegisteredBroker
• Kyle HulseCRD 2725876 · Rochester, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Sei Il ImCRD 3273203 · Garden City, NY
  IA RegisteredBroker
• Ming JiangCRD 8126330 · Portland, OR
  IA RegisteredBroker
• Michael A JoyceCRD 6482016 · Chandler, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Patrick Richard KilcooleyCRD 2653615 · Summit, NJ
  IA RegisteredBroker
• Stephen E KnutsonCRD 7030042 · Rockford, IL
  IA RegisteredBroker
• Jason KornreichCRD 2845504 · New York, NY
  IA RegisteredBroker
• Damian A KusnierzCRD 8169542 · Simsbury, CT
  IA RegisteredBroker
• Jessica LangCRD 4265220 · New York, NY
  IA RegisteredBroker
• Michael B LeonardCRD 6295548 · New York, NY
  Broker
• Brian D LewisCRD 6798032 · Cleveland, OH
  IA RegisteredBroker
• Wilison Cheung LimCRD 7194099 · Newport Beach, CA
  IA RegisteredBroker
• Thomas LogueCRD 2074837 · Doylestown, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Qianyi MaCRD 8194123 · Irvine, CA
  IA RegisteredBroker
• Colin F MarkisonCRD 7500168 · Yardley, PA
  IA RegisteredBroker
• Yuko MatsuoCRD 3004545 · Gardena, CA
  IA RegisteredBroker
• Christopher MazzattaCRD 6497299 · Florham Park, NJ
  IA RegisteredBroker
• Ali MchawrabCRD 7991666 · Walled Lake, MI
  IA RegisteredBroker
• Rocio Esparza MercadoCRD 7248287 · Claremont, CA
  IA RegisteredBroker
• Richard E MonroeCRD 4319740 · Pittsford, NY
  IA RegisteredBroker
• Andres MorenoCRD 7463444 · Jacksonville, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Sohail NajiCRD 2649969 · San Francisco, CA
  IA RegisteredBroker
• Adel Ihab NasserCRD 8261344 · Southlake, TX
  IA RegisteredBroker
• Sonya Renee NiewiekCRD 4663113 · Grand Rapids, MI
  IA RegisteredBroker
• Veronica Paulina NoboaCRD 7977098 · Weston, FL
  IA RegisteredBroker
• Sun Joo OhCRD 7850947 · Austin, TX
  IA RegisteredBroker
• Arian PanahpourtehraniCRD 8228742 · San Jose, CA
  IA RegisteredBroker
• Robert PetmeckyCRD 6511544 · The Woodlands, TX
  IA RegisteredBroker
• Gianna Elena PizoliCRD 7821505 · Mount Laurel, NJ
  IA RegisteredBroker
• Capri PointerCRD 8048604 · Southfield, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Pete PugaCRD 7699500 · Hanford, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Julian J PuhringerCRD 6105046 · Dallas, TX
  IA RegisteredBroker
• Yvonne Rui QiCRD 8206232 · Hacienda Heights, CA
  IA RegisteredBroker
• Henry RaimiCRD 7248073 · Santa Monica, CA
  IA RegisteredBroker
• Suzannah Grace Rako BsaisoCRD 7624132 · Sugar Land, TX
  IA RegisteredBroker
• Maria Juliana RamirezCRD 2149590 · Winter Park, FL
  IA RegisteredBroker
• Patty C RichardsonCRD 4009439 · Modesto, CA
  IA RegisteredBroker
• Gianfranco Steven SaboyaCRD 8067770 · Jamaica, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Sholeh SalariCRD 7946585 · Woodland Hills, CA
  IA RegisteredBroker
• Manuel SalcedoCRD 7314231 · Los Angeles, CA
  Broker
• Danny M I SalemCRD 8007801 · Ypsilanti, MI
  IA RegisteredBroker
• Ian SanchezCRD 7946754 · Tucson, AZ
  IA RegisteredBroker
• Vena ShahCRD 6647570 · Wyomissing, PA
  Broker
• Jennifer Marie ShawCRD 2773245 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Shilu ShresthaCRD 7991649 · Valencia, CA
  IA RegisteredBroker
• Omar Pervez SiddiquiCRD 4408709 · Houston, TX
  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 10, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.