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 92 of 541

• Manuel C CastilloCRD 7662745 · Florham Park, NJ
  IA RegisteredBroker
• Samantha Rae CastilloCRD 7331957 · Los Angeles, CA
  Broker
• Steven B CastilloCRD 4663677 · La Jolla, CA
  IA RegisteredBroker
• Julio Castillo CuevasCRD 7479861 · Humble, TX
  IA RegisteredBroker
• Daniel Castillo-ReyesCRD 7682282 · Simi Valley, CA
  IA RegisteredBroker
• Jonathan CastleCRD 2910002 · Stamford, CT
  IA RegisteredBroker
• Andrew CastorCRD 6587152 · Phoenix, AZ
  IA RegisteredBroker
• Edie B CastorCRD 5024501 · Conshohocken, PA
  IA RegisteredBroker
• Daniel CastroCRD 6936640 · Chula Vista, CA
  IA RegisteredBroker
• Lharmina T CastroCRD 4830212 · Los Angeles, CA
  IA RegisteredBroker
• Luis P CastroCRD 7656190 · San Mateo, CA
  IA RegisteredBroker
• Jose CastruitaCRD 7199199 · Las Vegas, NV
  IA RegisteredBroker
• Molly CatalanoCRD 6593903 · Encino, CA
  IA RegisteredBroker
• Arlette Glynne CataldoCRD 1634472 · Stuart, FL
  IA RegisteredBroker
• Michael J CataldoCRD 6572125 · New Haven, CT
  IA RegisteredBroker
• Michelle CatanoCRD 7780546 · New York, NY
  IA RegisteredBroker
• Dwayne M CatesCRD 4828309 · El Paso, TX
  IA RegisteredBroker
• James Berton CatesCRD 7937700 · New York, NY
  IA RegisteredBroker
• Caleb Moody CatlettCRD 8169536 · Ashland, VA
  IA RegisteredBroker
• Robert T CatlinCRD 6391478 · New York, NY
  IA RegisteredBroker
• Nicklaus J CatoneCRD 7950775 · Pittsford, NY
  IA RegisteredBroker
• Kathleen Ann Strong CattsCRD 2947586 · Stafford, VA
  IA RegisteredBroker
• Mark CauboCRD 7927115 · Mill Valley, CA
  IA RegisteredBroker
• Mackenzie Theresa CauffielCRD 6981257 · Bloomfield Hills, MI
  IA RegisteredBroker
• Kimberli Ann CaughronCRD 3127416 · Tyler, TX
  IA RegisteredBroker
• Mary CaulfieldCRD 5109600 · Boston, MA
  IA RegisteredBroker
• Maxie T CauseyCRD 4900724 · Shreveport, LA
  IA RegisteredBroker
• Ruben CavadaCRD 5043062 · North Hollywood, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kathleen Annette CavataioCRD 6294822 · Palm Harbor, FL
  IA RegisteredBroker
• Caleb John CavazosCRD 8126402 · Chandler, AZ
  IA RegisteredBroker
• Peter J CaviCRD 4080024 · Madison, WI
  IA RegisteredBroker
• Patricia Ann CavicchiaCRD 1508331 · Greenwich, CT
  IA RegisteredBroker
• Rowell CayananCRD 7138643 · Los Angeles, CA
  IA RegisteredBroker
• Jason CayetanoCRD 7860490 · Bronx, NY
  IA RegisteredBroker
• Jorge CayonCRD 7178827 · Fort Lauderdale, FL
  IA RegisteredBroker
• Derick Arturo Cazares RamirezCRD 8279379 · Chandler, AZ
  Broker
• Jean CazeauCRD 6134283 · Providence, RI
  IA RegisteredBroker
• Althea May CeasorCRD 6865333 · Fort Lauderdale, FL
  IA RegisteredBroker
• Mario Desmond CeasorCRD 7250893 · Palm Beach Gardens, FL
  IA RegisteredBroker
• Wilver CeballosCRD 6891143 · Chicago, IL
  IA RegisteredBroker
• Cole L CecconiCRD 7758638 · Charlotte, NC
  IA RegisteredBroker
• Patrick William CecilCRD 6687370 · Irvine, CA
  IA RegisteredBroker
• Russell Cooper CecilCRD 7168512 · Irvine, CA
  IA RegisteredBroker
• Mardy T CeesayCRD 5862256 · New York, NY
  IA RegisteredBroker
• Jason Charles CelentanoCRD 2941154 · Boise, ID
  IA RegisteredBroker
• Cynthia L CelesteCRD 2466765 · Fayetteville, NC
  IA RegisteredBroker
• Stacy Marie CelestiniCRD 7474870 · Clinton Township, MI
  IA RegisteredBroker
• Alexa CelisCRD 6644279 · Mckinney, TX
  IA RegisteredBroker
• Kevin William CellaryCRD 6767145 · New York, NY
  IA RegisteredBroker
• Christian James R CelonCRD 8145269 · Fort Lauderdale, FL
  Broker

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.