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 71 of 541

• Patrick M CassidyCRD 4887461 · Bedminster, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Thomas Paul CassilianoCRD 4905798 · Florham Park, NJ
  IA RegisteredBroker
• Kaitlyn Nicole CassisCRD 6346201 · New York, NY
  IA RegisteredBroker
• Nicolas B CastanedaCRD 2931902 · Peoria, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Johanna P Castaneda-RosenbluethCRD 4887940 · New York, NY
  IA RegisteredBroker
• Andres F CastanoCRD 4179438 · Wellesley Hills, MA
  IA RegisteredBroker
• George Joseph CastellanoCRD 4309419 · Summit, NJ
  IA RegisteredBroker
• Pamela Suzette CastellanoCRD 2827693 · Lubbock, TX
  IA RegisteredBroker
• Jesus CastellanosCRD 3097314 · El Paso, TX
  IA RegisteredBroker
• Rolando CastellanosCRD 5754906 · New York, NY
  IA RegisteredBroker
• Xochitl Castellanos-MontoyaCRD 4751096 · Mckinney, TX
  IA RegisteredBroker
• David CastelliCRD 6560261 · New York, NY
  IA RegisteredBroker
• Juan Carlos CastilloCRD 3161466 · Peachtree City, GA
  IA RegisteredBroker
• Nancy Acevedo CastilloCRD 2950971 · Coral Gables, FL
  IA RegisteredBroker
• Nicole Marie CastilloCRD 3229611 · Orlando, FL
  Broker
• Marla CastinCRD 5936220 · New York, NY
  IA RegisteredBroker
• Christopher Alexander CastroCRD 6251628 · San Francisco, CA
  IA RegisteredBroker
• Gerardo A CastroCRD 2042384 · Miami, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Samuel CastroCRD 7897512 · Rancho Santa Fe, CA
  IA RegisteredBroker
• Shauna R CastroCRD 6557503 · Brea, CA
  IA RegisteredBroker
• Aurora Castro VelezCRD 5071840 · Guaynabo, PR
  IA RegisteredBroker
• Suzanne Kathryn CastruitaCRD 1531223 · Seal Beach, CA
  IA RegisteredBroker
• Joseph R CataldoCRD 2105293 · Stuart, FL
  IA RegisteredBroker
• Thomas Daniel CataneseCRD 3054899 · San Francisco, CA
  IA RegisteredBroker
• John Clinton CateCRD 3055355 · Indianapolis, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Sean M CatesCRD 3167563 · Dallas, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Richard Harlow CatherCRD 2918748 · Fort Worth, TX
  IA RegisteredBroker
• Michaela Monika CatlinCRD 1286374 · Beverly Hills, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Irene Joy CatoeraCRD 4024142 · Chicago, IL
  IA RegisteredBroker
• Brian Wesley CatonCRD 8206344 · Jacksonville, FL
  IA RegisteredBroker
• Edward Patrick CaulfieldCRD 1124493 · Rockledge, FL
  IA RegisteredBroker
• Michael A CavallaroCRD 6483919 · Fort Lauderdale, FL
  IA RegisteredBroker
• Kyle Nicholas CavanaughCRD 8140721 · Riverside, RI
  IA RegisteredBroker
• Grady Crayton CavnessCRD 2996016 · Houston, TX
  IA RegisteredBroker
• Christina D CecchinoCRD 6915739 · Boston, MA
  IA RegisteredBroker
• Amanda Taylor CecilCRD 4361015 · Dallas, TX
  IA RegisteredBroker
• Andrew Stuart CecilCRD 1236781 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Blake Vaughan CecilCRD 2938031 · Dallas, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Judith Magness CecilCRD 1195951 · Little Rock, AR
  IA RegisteredBroker
• William Albert CecilCRD 838550 · Irvine, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Madeline CedenoCRD 5321353 · Short Hills, NJ
  IA RegisteredBroker
• Brian Daniel CeglarskiCRD 5369843 · Darien, CT
  IA RegisteredBroker
• Kim Sharp CellCRD 1412690 · Fort Worth, TX
  IA RegisteredBroker
• Andrew James CenculaCRD 6421639 · Cincinnati, OH
  IA RegisteredBroker
• Lisa Marie CendomaCRD 7162846 · Williamsport, PA
  IA RegisteredBroker
• Celeste Fine CenterCRD 3163294 · Chicago, IL
  IA RegisteredBroker
• Joshua C CentreCRD 4171702 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian M CeponisCRD 5097164 · New York, NY
  IA RegisteredBroker
• Lisa A Cerbone MontaltoCRD 3238921 · Ridgefield, CT
  IA RegisteredBroker
• David Joseph CereghinoCRD 2858380 · Walnut Creek, CA
  IA RegisteredBroker
  Disclosure event(s) on record

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 Aug 23, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.