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 77 of 541
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Douglas Joseph CloutierCRD 7113591 · Grand Rapids, MIIA RegisteredBroker
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Michael Anthony ClowerCRD 8165037 · Nashville, TNIA RegisteredBroker
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Andrew Thomas ClyneCRD 6148043 · Greensboro, NCIA RegisteredBrokerDisclosure event(s) on record
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Samantha L Clyne-RolandCRD 5400397 · Brooklyn, NYIA RegisteredBrokerDisclosure event(s) on record
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Christine Davidson CoadyCRD 5172024 · New York, NYBroker
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Catherine Marie CoakleyCRD 2751608 · Chicago, ILIA RegisteredBroker
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Randall Morgan CoateCRD 4061590 · New York, NYBroker
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Cleo B CoatesCRD 1864062 · Philadelphia, PAIA RegisteredBrokerDisclosure event(s) on record
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Maria A CoatesCRD 4186794 · Farmington Hills, MIIA RegisteredBroker
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Jeffrey Wilson CoatsCRD 6385873 · New York, NYBroker
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Bradley D CobbCRD 6034097 · Memphis, TNIA RegisteredBroker
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Patrick E. CobbCRD 6352068 · Wellesley Hills, MAIA RegisteredBroker
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Douglas Benson CochranCRD 2154121 · La Jolla, CAIA RegisteredBrokerDisclosure event(s) on record
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Kelly CochranCRD 6103006 · Boulder, COIA RegisteredBroker
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Sanders CockmanCRD 2867279 · Greensboro, NCIA RegisteredBroker
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Mark Owen CoddingtonCRD 1238972 · Pennington, NJIA RegisteredBroker
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Brian P CodyCRD 5006636 · Los Angeles, CAIA RegisteredBroker
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Dominick CodyCRD 4538175 · Short Hills, NJIA RegisteredBroker
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Patrick CodyCRD 5902144 · Los Angeles, CAIA RegisteredBroker
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Todd Martin CodyCRD 6515212 · New Haven, CTIA RegisteredBroker
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Fernando A Coello De PortugalCRD 4723692 · Miami, FLIA RegisteredBrokerDisclosure event(s) on record
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James Lilburn CoffeeCRD 1158713 · Houston, TXIA RegisteredBrokerDisclosure event(s) on record
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Madeleine CoffinCRD 6108587 · Irvine, CAIA RegisteredBroker
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Brian CoffingCRD 6159206 · Charlottesville, VAIA RegisteredBroker
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Christopher John CoffingCRD 1244309 · Norfolk, VAIA RegisteredBrokerDisclosure event(s) on record
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Alesia Kaye CoffmanCRD 4695154 · Dallas, TXIA RegisteredBroker
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Joellen M CoffmanCRD 2881797 · Duluth, MNIA RegisteredBroker
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Steven Riley CoffmanCRD 4284171 · Chattanooga, TNIA RegisteredBroker
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Sandra M Cofresi-SmithCRD 5099169 · Jacksonville, FLBroker
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Edward Joseph CoganCRD 4786609 · Woodland Hills, CAIA RegisteredBroker
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Michael W CohanCRD 5039100 · Swansea, ILIA RegisteredBroker
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Barbara Ann CohenCRD 1699606 · Melville, NYIA RegisteredBroker
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Bradley Paul CohenCRD 4538633 · Atlanta, GAIA RegisteredBroker
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Brent Christopher CohenCRD 6129545 · Atlanta, GAIA RegisteredBroker
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Diana Wendy CohenCRD 4570903 · New York, NYIA RegisteredBroker
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Eric Louis CohenCRD 5828781 · Raleigh, NCIA RegisteredBroker
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Fariborz A CohenCRD 4596650 · Los Angeles, CAIA RegisteredBroker
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Gary Michael CohenCRD 830009 · Las Vegas, NVIA RegisteredBrokerDisclosure event(s) on record
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Jeffrey Allen CohenCRD 2833942 · Bloomfield Hills, MIIA RegisteredBrokerDisclosure event(s) on record
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Jessica W CohenCRD 6326494 · Las Vegas, NVIA RegisteredBroker
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Joel H CohenCRD 5938980 · Chicago, ILIA RegisteredBroker
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Jonathan Lee CohenCRD 6257865 · Chandler, AZIA RegisteredBroker
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Jonathan Charles CohenCRD 6343135 · Allentown, PAIA RegisteredBroker
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Leigh Evan CohenCRD 2176157 · New York, NYIA RegisteredBroker
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Richard Alan CohenCRD 1384725 · Oak Brook, ILIA RegisteredBrokerDisclosure event(s) on record
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Russell CohenCRD 6664517 · Short Hills, NJIA RegisteredBroker
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Spencer Harris CohenCRD 6078259 · New York, NYIA RegisteredBroker
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Laura M CohnCRD 1746940 · Northbrook, ILIA RegisteredBroker
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James E CokerCRD 6089055 · Clifton Park, NYIA RegisteredBroker
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Jason A ColaiacoCRD 4300206 · Pennington, NJIA 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 23, 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.