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 541 of 541

• Jasmine Silas SilasCRD 8176035 · Forest Park, GA
  IA RegisteredBroker
• Marvin SomloCRD 6617205 · Deer Park, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Arun SoorakulanthakanCRD 7067595 · Austin, TX
  IA RegisteredBroker
• Jiaying SunCRD 7779205 · Palo Alto, CA
  IA RegisteredBroker
• Jeremy SunshineCRD 2887347 · New York, NY
  IA RegisteredBroker
• Zeinab TaghizadehCRD 7002077 · Laguna Beach, CA
  IA RegisteredBroker
• Amir Hossein TajikiCRD 8140571 · Ashland, MA
  IA RegisteredBroker
• Khawaja B TariqCRD 7125209 · Wall Township, NJ
  IA RegisteredBroker
• Christopher R TeahanCRD 7666174 · Kansas City, MO
  IA RegisteredBroker
• Luke Thomas ThalmanCRD 6962850 · Charlotte, NC
  IA RegisteredBroker
• Courtnay Christopher ThompsonCRD 7605833 · Ocoee, FL
  IA RegisteredBroker
• Ka Leung Alfred TongCRD 7900618 · Bellevue, WA
  IA RegisteredBroker
• Gary TsouCRD 7283076 · Cerritos, CA
  IA RegisteredBroker
• Ximena ValenzuelaCRD 7092828 · Houston, TX
  IA RegisteredBroker
• Lukas Van BeekCRD 7356574 · Charlotte, NC
  IA RegisteredBroker
• Sherry Lynn Van WijngaerdeCRD 7235623 · Forth Worth, TX
  Broker
• Naaman Lee VanvelsorCRD 8014954 · Atlanta, GA
  IA RegisteredBroker
• Randy VasquezCRD 7991688 · Port Saint Lucie, FL
  IA RegisteredBroker
• Morgan Taylor VicknairCRD 7287537 · Houston, TX
  IA RegisteredBroker
• Luke Von MaurCRD 6211449 · New York, NY
  IA RegisteredBroker
• Michael Andrew Von PetersCRD 7522078 · Chattanooga, TN
  IA RegisteredBroker
• Jacqueline Victoria Von SchulenburgCRD 7438131 · San Antonio, TX
  IA RegisteredBroker
• James Andrew WieheCRD 6826421 · New York, NY
  IA RegisteredBroker
• Jasmine WrightCRD 7910210 · Hunt Valley, MD
  IA RegisteredBroker
  Disclosure event(s) on record
• Natalie YoungCRD 5595202 · Frisco, TX
  IA RegisteredBroker
• Christopher John YturraldeCRD 7349073 · Chandler, AZ
  IA RegisteredBroker
• Weijie YuanCRD 7503362 · Mountain View, CA
  IA RegisteredBroker
• Jianing ZhouCRD 7675320 · Anaheim, CA
  IA RegisteredBroker
• Sarah ZhuCRD 7964632 · Arcadia, CA
  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.