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Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691
$1.78T regulatory AUM 16,844 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-30 |
| CT | RA | APPROVED | 2019-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P.P. Euro-Securities, Inc. | New York | NY | 10/1996 | 04/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 04/2019 | Present |
| Bank Of America, N.A. | New York | NY | 05/2019 | Present |
I*4654275 Entity Type: Entity For Profit Name of OBA: Bianco DC Property LLC Address: New York, New York, 10012 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/15/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: This is a single member LLC that I am about to set up with the sole purpose of providing housing to my daughter in DC and sub-letting one of the rooms to a third party Collecting rent from my daughter and a roommate of hers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-06 |
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