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 73 of 541

• Paul J CharlesCRD 5114535 · Jacksonville, FL
  IA RegisteredBroker
• Clauter A CharlestonCRD 5570932 · New York, NY
  IA RegisteredBroker
• Meryl A CharnowCRD 4340124 · Boca Raton, FL
  IA RegisteredBroker
• Elizabeth Anne CharronCRD 1096779 · Clifton Park, NY
  IA RegisteredBroker
• Cathy Dawn ChaseCRD 4254510 · New York, NY
  Broker
• Cynthia F ChaseCRD 5938871 · Northbrook, IL
  IA RegisteredBroker
• Jonathan Stanley ChaseCRD 1246417 · Ridgefield, CT
  IA RegisteredBroker
• William W ChastainCRD 5629263 · Montgomery, AL
  IA RegisteredBroker
• Christoph D ChatfieldCRD 4391566 · Columbus, OH
  IA RegisteredBroker
• Kevin W ChauCRD 2414571 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Jordan Matthew ChauvinCRD 6426689 · Baton Rouge, LA
  IA RegisteredBroker
• Cynthia Ann ChavanaCRD 1770894 · Houston, TX
  IA RegisteredBroker
• Maria Chaves ValesCRD 3035469 · Guaynabo, PR
  IA RegisteredBroker
  Disclosure event(s) on record
• Erica ChavezCRD 6099945 · Scottsdale, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Gerald Phillip ChavezCRD 4918684 · Albuquerque, NM
  IA RegisteredBroker
• Jorge Daniel ChavezCRD 5986985 · Whittier, CA
  IA RegisteredBroker
• Mary Beth ChavezCRD 3053194 · Reston, VA
  IA RegisteredBroker
• Walter Wolf ChayesCRD 1291297 · El Paso, TX
  IA RegisteredBroker
• David Thomas CheakCRD 1890851 · Houston, TX
  IA RegisteredBroker
• Paul Spencer CheckettsCRD 2774744 · Los Angeles, CA
  IA RegisteredBroker
• Casey Russel CheekCRD 6572363 · Washington, DC
  IA RegisteredBroker
• Colin Michael CheekCRD 5559514 · New York, NY
  Broker
• Barbara Kay ChelgrenCRD 4164589 · Saint Paul, MN
  IA RegisteredBroker
• Rajeev T ChellapillaCRD 3152170 · Summit, NJ
  IA RegisteredBroker
• Annie ChenCRD 6574346 · Chicago, IL
  IA RegisteredBroker
• Charles K ChenCRD 4163280 · Brea, CA
  IA RegisteredBroker
• Chen ChenCRD 6767132 · Pasadena, CA
  IA RegisteredBroker
• Jing J ChenCRD 6089043 · Melville, NY
  IA RegisteredBroker
• Ke Kathy ChenCRD 5111344 · Minneapolis, MN
  IA RegisteredBroker
• Kevin ChenCRD 6423725 · San Jose, CA
  IA RegisteredBroker
• Michelle H ChenCRD 5265347 · San Francisco, CA
  IA RegisteredBroker
• Qianlin ChenCRD 7964691 · Brea, CA
  IA RegisteredBroker
• Tong ChenCRD 6736808 · Flushing, NY
  IA RegisteredBroker
• Wei ChenCRD 4939099 · Stamford, CT
  IA RegisteredBroker
• Wen ChenCRD 5772125 · Fort Worth, TX
  IA RegisteredBroker
• Wilgene Yu ChengCRD 2693827 · New York, NY
  IA RegisteredBroker
• Joseph B ChesneyCRD 4196635 · Scottsdale, AZ
  IA RegisteredBroker
• Marie Mei Yi CheungCRD 4240577 · Pleasanton, CA
  Broker
• Jacob ChevalierCRD 6332373 · Jacksonville, FL
  IA RegisteredBroker
• Jenna Nicole ChevryCRD 6434187 · Jacksonville, FL
  Broker
• Robert Jon ChiacchioCRD 5604670 · Wellesley Hills, MA
  IA RegisteredBroker
• Ellen ChiangCRD 2079361 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Evelyn ChiangCRD 4384812 · New York, NY
  IA RegisteredBroker
• Joseph Ralph ChiarantonaCRD 1738165 · Jenkintown, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Sonia Giovanna ChiarellaCRD 5435652 · New York, NY
  IA RegisteredBroker
• Lindsey A ChiarelliCRD 5104271 · Fairfield, CT
  IA RegisteredBroker
• Tiffany D ChiarodoCRD 4953862 · Swansea, IL
  IA RegisteredBroker
• Louis John ChiavacciCRD 1600891 · Coral Gables, FL
  IA RegisteredBroker
• Debbie Chien-CabudolCRD 5602528 · Brea, CA
  IA RegisteredBroker
• Christine Rubia ChigounisCRD 5105775 · New York, NY
  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 Aug 23, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.