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 95 of 541

• Hector Mario ChavezCRD 7401946 · San Antonio, TX
  IA RegisteredBroker
• Meredith Adele ChavezCRD 7443406 · Albuquerque, NM
  IA RegisteredBroker
• Ramon Estevan ChavezCRD 7680557 · Chandler, AZ
  IA RegisteredBroker
• Yuritzi K ChavezCRD 7644467 · Encino, CA
  IA RegisteredBroker
• Mariella Paloma Celine Chavez-GehrigCRD 8100806 · Scottsdale, AZ
  IA RegisteredBroker
• Christian A ChaviraCRD 6914272 · El Paso, TX
  IA RegisteredBroker
• Elissa D ChawdhryCRD 7351760 · Greenwood Village, CO
  IA RegisteredBroker
• Rhea ChawlaCRD 7757590 · Atlanta, GA
  IA RegisteredBroker
• Jay T ChazevCRD 4778650 · Beverly Hills, CA
  IA RegisteredBroker
• Peter Bomun CheCRD 5473865 · Melville, NY
  IA RegisteredBroker
• Logan Thomas CheakCRD 6506992 · Houston, TX
  IA RegisteredBroker
• Burke Williams ChebuharCRD 8132346 · Atlanta, GA
  IA RegisteredBroker
• Jalen Alexi ChecoCRD 7390487 · Brooklyn, NY
  IA RegisteredBroker
• Bee Lin CheeCRD 5045101 · Dallas, TX
  IA RegisteredBroker
• Jordon Paul CheeCRD 5904302 · Stockton, CA
  IA RegisteredBroker
• Brianna L CheesmondCRD 6207383 · East Lansing, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Kareem ChehabCRD 7371767 · Dearborn, MI
  IA RegisteredBroker
• Grace ChehanskyCRD 4812702 · Orlando, FL
  IA RegisteredBroker
• Coy ChelgrenCRD 2946305 · New York, NY
  Broker
• Alexander ChenCRD 5564397 · Brea, CA
  IA RegisteredBroker
• Angel Kam Fung ChenCRD 3226538 · Palo Alto, CA
  IA RegisteredBroker
• Annie Pei-Ying ChenCRD 7060541 · Alhambra, CA
  IA RegisteredBroker
• Chen ChenCRD 5599100 · New York, NY
  IA RegisteredBroker
• Chia-Hsin J ChenCRD 4925671 · Irvine, CA
  IA RegisteredBroker
• Chris ChenCRD 6887885 · Pasadena, CA
  IA RegisteredBroker
• Eric Tin ChenCRD 4871560 · Irvine, CA
  IA RegisteredBroker
• Haiqing ChenCRD 7094350 · San Jose, CA
  IA RegisteredBroker
• Hannah Jinlian ChenCRD 7161593 · Pepper Pike, OH
  IA RegisteredBroker
• Hung Chih ChenCRD 7639493 · Rosemead, CA
  IA RegisteredBroker
• James Jun ChenCRD 7638931 · New York, NY
  IA RegisteredBroker
• Jerry Tzu Hsuan ChenCRD 6891361 · San Mateo, CA
  IA RegisteredBroker
• Jia Ling ChenCRD 7158503 · New York, NY
  IA RegisteredBroker
• Jonathan ChenCRD 7628249 · Pasadena, CA
  IA RegisteredBroker
• Josie Xiao Jing ChenCRD 7203158 · Glen Mills, PA
  IA RegisteredBroker
• Lu ChenCRD 8169344 · Hacienda Heights, CA
  IA RegisteredBroker
• Ruibin Jacky ChenCRD 7945740 · Jersey City, NJ
  IA RegisteredBroker
• Sharon ChenCRD 3083580 · Brea, CA
  IA RegisteredBroker
• Yan ChenCRD 6479175 · Fort Lee, NJ
  IA RegisteredBroker
• Yang ChenCRD 7955908 · San Jose, CA
  IA RegisteredBroker
• Yen Chun ChenCRD 7226020 · Chino Hills, CA
  IA RegisteredBroker
• Yuetong ChenCRD 7646980 · San Jose, CA
  IA RegisteredBroker
• Yun ChenCRD 6891370 · Elk Grove, CA
  IA RegisteredBroker
• Zheren ChenCRD 8024595 · Bellevue, WA
  IA RegisteredBroker
• Angelika Chen-CurrlinCRD 8279335 · New York, NY
  IA RegisteredBroker
• Charmaine K ChengCRD 7059177 · Alexandria, VA
  IA RegisteredBroker
• David C ChengCRD 5315943 · Palo Alto, CA
  IA RegisteredBroker
• Rachel Lei Zhou ChengCRD 6815503 · Wellesley Hills, MA
  IA RegisteredBroker
• Wen ChengCRD 7093078 · Trophy Club, TX
  IA RegisteredBroker
• Wesley ChengCRD 7991717 · Jersey City, NJ
  IA RegisteredBroker
• Walter V ChernenkoCRD 7964667 · Seattle, WA
  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.