Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-30 |
| PA | RA | APPROVED | 2025-05-02 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
1108 Kennebec Dr, Chambersburg, PA 17201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Gettysburg | PA | 04/2012 | 09/2018 |
| Pnc Investments | Pittsburgh | PA | 04/2012 | 09/2018 |
| Wells Fargo Bank, Na | Mechanicsburg | PA | 12/2018 | 08/2022 |
| Wells Fargo Clearing Services, Llc | Mechanicsburg | PA | 12/2018 | 08/2022 |
| Merrill Lynch | Camp Hill | PA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-11 |
Reach out to this advisor