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 85 of 541

• Thomas James CushCRD 2270371 · Annapolis, MD
  IA RegisteredBroker
  Disclosure event(s) on record
• Colleen Elizabeth CusickCRD 1235779 · Walnut Creek, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael P CusickCRD 6023901 · Atlanta, GA
  IA RegisteredBroker
• Anthony CusumanoCRD 4715112 · Pennington, NJ
  IA RegisteredBroker
• Robert Carmine CutajarCRD 3146084 · New York, NY
  IA RegisteredBroker
• Kenneth Reid CuthbertCRD 1484776 · Provo, UT
  IA RegisteredBroker
• Mindy Liu CutlerCRD 4264285 · Brea, CA
  IA RegisteredBroker
• Daniel Matthew CutterCRD 2689166 · San Francisco, CA
  IA RegisteredBroker
• Kelly CutulleCRD 6227128 · New York, NY
  Broker
• Brandt Judah CybulCRD 5645813 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Ellen Anne CycotteCRD 5147547 · Bradenton, FL
  IA RegisteredBroker
• Kenneth Michael CylkowskiCRD 3275491 · Bloomfield Hills, MI
  IA RegisteredBroker
• Michael V CyrCRD 5860412 · New York, NY
  Broker
• Paula Ann CzapkoCRD 3106555 · Flower Mound, TX
  IA RegisteredBroker
• Daniel Adolph CzaplaCRD 1547687 · Newport Beach, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Tara CzepigaCRD 7182532 · Willingboro, NJ
  IA RegisteredBroker
• Rosa Ines CabaCRD 4947542 · Lakewood Ranch, FL
  IA RegisteredBroker
• Kirsten Eliza CabacunganCRD 6680219 · New York, NY
  IA RegisteredBroker
• Joshua Alberto CabadaCRD 7910202 · Rome, GA
  IA RegisteredBroker
• Juan Ignacio Cabanas-RamirezCRD 7714445 · San Diego, CA
  IA RegisteredBroker
• Juan Pablo Cabanas-RamirezCRD 8101795 · San Diego, CA
  IA RegisteredBroker
• Bruce Nicholas Serquina CabanayanCRD 7401987 · Chandler, AZ
  IA RegisteredBroker
• Jody James Jaucian CabardoCRD 6504008 · Los Angeles, CA
  Broker
• Jake J CabbleCRD 6883487 · Smithtown, NY
  IA RegisteredBroker
• Christon William CabeyCRD 5604529 · Charlotte, NC
  Broker
• Rui CabidoCRD 6850197 · Pennington, NJ
  Broker
• Jessica B CabralCRD 7961503 · Wayne, PA
  IA RegisteredBroker
• Samuel Patrick CabralCRD 6655563 · San Francisco, CA
  IA RegisteredBroker
• Victtor CabralCRD 7672796 · Atlanta, GA
  IA RegisteredBroker
• Osvaldo CabralesCRD 8026827 · Los Angeles, CA
  IA RegisteredBroker
• Abraham Jose CabreraCRD 6940698 · Miami Lakes, FL
  IA RegisteredBroker
• Melisa P CabreraCRD 5060506 · Houston, TX
  IA RegisteredBroker
• Natalie CabreraCRD 6838335 · Coral Gables, FL
  IA RegisteredBroker
• Patricia CabreraCRD 2299670 · Miami, FL
  IA RegisteredBroker
• Brian John CacaceCRD 7639933 · Groton, CT
  IA RegisteredBroker
• Vincent F CaccioloCRD 6749361 · Freehold, NJ
  IA RegisteredBroker
• Matias CaceresCRD 7604286 · Miami, FL
  IA RegisteredBroker
• Luis A Caceres SosaCRD 7086813 · Miami, FL
  IA RegisteredBroker
• James M CadetCRD 4584320 · Paramus, NJ
  IA RegisteredBroker
• Michele Ann CadiganCRD 3253495 · Riverside, RI
  IA RegisteredBroker
• Jill Marie CadyCRD 7435539 · Little Rock, AR
  IA RegisteredBroker
• Stephanie Joyce CaenCRD 1844964 · Melville, NY
  IA RegisteredBroker
• Angeline CaesarCRD 4263547 · Stamford, CT
  IA RegisteredBroker
• Leticia J CaettaCRD 6119738 · Red Bank, NJ
  IA RegisteredBroker
• Joshua CafaroCRD 7241257 · New York, NY
  IA RegisteredBroker
• Joseph A CaggianoCRD 8101654 · Riverside, RI
  IA RegisteredBroker
• Kayleigh CaggianoCRD 7977225 · Southampton, NY
  IA RegisteredBroker
• Raymond Dominic CaggianoCRD 3102243 · New York, NY
  IA RegisteredBroker
• Ryan CagleCRD 6957066 · Westlake Village, CA
  IA RegisteredBroker
• Samuel Lynn CagleCRD 6856762 · Atlanta, GA
  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 24, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.