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 57 of 541
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Frank BorjaCRD 7438793 · Albuquerque, NMIA RegisteredBroker
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Carina G BorkonCRD 5936803 · Orlando, FLIA RegisteredBroker
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John Edward BorkowiczCRD 6865372 · Chicago, ILIA RegisteredBroker
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David B BormelCRD 1066699 · Towson, MDIA RegisteredBroker
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John Ralph BornemanCRD 7708176 · New York, NYBroker
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Adam J BornsteinCRD 2217926 · Bloomfield Hills, MIIA RegisteredBroker
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Marshall C BoroshokCRD 6615056 · Annapolis, MDIA RegisteredBroker
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Jack Elkin BorowskyCRD 8150658 · New York, NYIA RegisteredBroker
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Jonathan BorrajoCRD 7073457 · New Canaan, CTIA RegisteredBroker
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Alberto Luis BorreroCRD 7297407 · New York, NYIA RegisteredBroker
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Laura Katherine BorselliCRD 6260123 · Boynton Beach, FLIA RegisteredBroker
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Andrea K BortonCRD 1493087 · New York, NYIA RegisteredBroker
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Jonathan Ilya BorukhovCRD 6635435 · New York, NYIA RegisteredBroker
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Patrick R BorumCRD 7486341 · Grand Rapids, MIIA RegisteredBroker
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Robert Jude BoscheeCRD 3054748 · Phoenix, AZIA RegisteredBrokerDisclosure event(s) on record
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Joseph R BoskusCRD 4077971 · Rogers, ARIA RegisteredBrokerDisclosure event(s) on record
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Matthew Everett BosleyCRD 5140846 · North Bethesda, MDIA RegisteredBroker
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William Rollins BosticCRD 5524527 · Raleigh, NCIA RegisteredBrokerDisclosure event(s) on record
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Christopher J BostockCRD 1222028 · Fayetteville, NCIA RegisteredBroker
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Jerilyn Kay BostockCRD 2665798 · New York, NYIA RegisteredBrokerDisclosure event(s) on record
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Svitlana BotsyuraCRD 5002081 · Highland Park, ILIA RegisteredBroker
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Joseph BottCRD 5379699 · Jacksonville, FLIA RegisteredBroker
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Walter Sterling BottCRD 6918389 · Philadelphia, PAIA RegisteredBroker
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Craig R BottolfsonCRD 5366466 · Gilbert, AZIA RegisteredBroker
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Keith Richard BouchardCRD 1467924 · Annapolis, MDIA RegisteredBroker
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Timothy P BouchardCRD 7927273 · Washington, DCIA RegisteredBroker
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Kasey Lynn BoudourisCRD 6885186 · Minneapolis, MNIA RegisteredBroker
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Anne BoudreauxCRD 2737955 · Mandeville, LAIA RegisteredBroker
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Eileen M BoughtonCRD 3036274 · New York, NYIA RegisteredBroker
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Colton Tye BouherCRD 7622356 · Fort Worth, TXIA RegisteredBroker
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Ikram R BoukhadiaCRD 7667994 · New York, NYIA RegisteredBroker
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Joshua David BouldinCRD 8279255 · Houston, TXIA RegisteredBroker
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Michael BoulosCRD 6487414 · Red Bank, NJIA RegisteredBroker
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Jason Lee BoultbeeCRD 3113715 · Pennington, NJIA RegisteredBroker
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Nicolas BoultonCRD 7643437 · Federal Way, WAIA RegisteredBroker
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Lauren Kelia BoulwareCRD 7006565 · San Francisco, CAIA RegisteredBroker
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Ryan Glenn BourkeCRD 7624037 · Chicago, ILIA RegisteredBroker
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Derek Joseph BourneCRD 5861946 · Jacksonville, FLIA RegisteredBroker
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Colin BoutinCRD 7533375 · Hingham, MAIA RegisteredBroker
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Akemi BoveCRD 6859540 · Clearwater, FLIA RegisteredBroker
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John BoveCRD 7184258 · Palo Alto, CAIA RegisteredBroker
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Mario Pasquale BoveCRD 8279353 · Princeton, NJBroker
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Jessica T BovoCRD 6481432 · Pittsburgh, PAIA RegisteredBroker
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Amber L BowdenCRD 7974047 · Miami, FLIA RegisteredBroker
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Alice Carter BowdoinCRD 2269347 · Pennington, NJIA RegisteredBroker
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Carl Antonio BoweCRD 7679058 · Raleigh, NCIA RegisteredBroker
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David Scott BowenCRD 2578586 · Atlanta, GAIA RegisteredBroker
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Edward M BowenCRD 4674448 · New York, NYIA RegisteredBroker
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Patrick D BowenCRD 5349182 · Dallas, TXIA RegisteredBroker
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Elif BowerCRD 7204114 · Palo Alto, 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 ↗
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Data compiled Aug 22, 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.