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 86 of 541

• Lawrence P CagliostroCRD 2605127 · Toms River, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Chloe CahillCRD 8012107 · Boston, MA
  IA RegisteredBroker
• Justin Kevin CahirCRD 4886627 · Riverside, RI
  IA RegisteredBroker
• Christopher CahoonCRD 7462568 · New York, NY
  IA RegisteredBroker
• Jiabao CaiCRD 8014916 · Oyster Bay, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Jiachen CaiCRD 7772477 · Great Neck, NY
  IA RegisteredBroker
• Randy CaiCRD 7946419 · Pennington, NJ
  IA RegisteredBroker
• Shushu CaiCRD 7261286 · New York, NY
  IA RegisteredBroker
• Yi CaiCRD 7039085 · New York, NY
  IA RegisteredBroker
• Joseph Anthony CaiatiCRD 6810452 · New York, NY
  IA RegisteredBroker
• Francesco James CaiazzoCRD 7086450 · Garden City, NY
  IA RegisteredBroker
• Juan Fernando CaicedoCRD 5548988 · Miami, FL
  IA RegisteredBroker
• Viviana A CaicedoCRD 6622702 · Boca Raton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Angela Beth CainCRD 5538182 · Atlanta, GA
  IA RegisteredBroker
• Charles CainCRD 7522958 · Wayne, NJ
  IA RegisteredBroker
• Matt R CainCRD 2565027 · Tulsa, OK
  IA RegisteredBroker
• Matthew S CainCRD 5992354 · Jacksonville, FL
  IA RegisteredBroker
• Valeri Jacquelene CainCRD 5836939 · Ponte Vedra Beach, FL
  IA RegisteredBroker
• Karli CaineCRD 7260731 · Waukesha, WI
  IA RegisteredBroker
• Sophia CajiaoCRD 7851212 · Deer Park, IL
  IA RegisteredBroker
• Collin CalabreseCRD 6048930 · Centennial, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Vincent Joseph CalaceCRD 8221180 · Scottsdale, AZ
  IA RegisteredBroker
• Carlos Eduardo Calado De OliveiraCRD 7991731 · New York, NY
  IA RegisteredBroker
• Keith CalandraCRD 6363880 · Pennington, NJ
  IA RegisteredBroker
• Philip Jeffrey CalandraCRD 4121907 · Columbus, NJ
  IA RegisteredBroker
• Lucas CalawertsCRD 6538643 · Green Bay, WI
  IA RegisteredBroker
• James A CalbiCRD 1178853 · Providence, RI
  IA RegisteredBroker
• Kathryn A CalcagnoCRD 5250023 · Portland, OR
  BrokerRegistration inactive
• Karla Maria Calcano JimenezCRD 8126574 · Arlington, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Anthony CaldariseCRD 6724099 · Toms River, NJ
  IA RegisteredBroker
• Steve CaldarolaCRD 7203020 · Chicago, IL
  IA RegisteredBroker
• Santiago Agustin CalderaleCRD 8153753 · Austin, TX
  IA RegisteredBroker
• Ariel CalderonCRD 7848542 · New York, NY
  Broker
• Roberto D CalderonCRD 7186315 · Wayne, PA
  IA RegisteredBroker
• Rodolfo Alberto CalderonCRD 6993108 · San Fernando, CA
  IA RegisteredBroker
• Axel Calderon GarzaCRD 7946459 · Winter Haven, FL
  IA RegisteredBroker
• Jennifer CaldieroCRD 6881010 · Buffalo, NY
  IA RegisteredBroker
• Bradley Wayne CaldwellCRD 5382873 · Jacksonville, FL
  IA RegisteredBroker
• Derek T CaldwellCRD 8118814 · Chicago, IL
  IA RegisteredBroker
• Emmanuel CaldwellCRD 8003258 · Springfield Gardens, NY
  IA RegisteredBroker
• Hillary E CaldwellCRD 7771571 · Cape Girardeau, MO
  IA RegisteredBroker
• Cassandra L CalhounCRD 6648284 · Newport Beach, CA
  IA RegisteredBroker
• James CaliCRD 5057081 · New York, NY
  IA RegisteredBroker
• Thomas John CaliCRD 2997604 · Manasquan, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Caroline Grace CalihanCRD 8126559 · New York, NY
  IA RegisteredBroker
• Catherine Marie CallaghanCRD 6797569 · Chicago, IL
  IA RegisteredBroker
• Edward Michael CallahanCRD 8305718 · New York, NY
  IA RegisteredBroker
• Laura Lynn CallahanCRD 2131009 · Salt Lake City, UT
  IA RegisteredBroker
  Disclosure event(s) on record
• Patrick Michael CallahanCRD 6979145 · Boynton Beach, FL
  IA RegisteredBroker
• Mark Edward CallenderCRD 1249526 · Wichita Falls, TX
  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 24, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.