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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-03 |
| PA | RA | APPROVED | 2022-11-04 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
214 Senate Ave, Camp Hill, PA 17011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Mechanicsburg | PA | 06/2017 | 01/2019 |
| Mml Investors Services | Mechanicsburg | PA | 05/2017 | 01/2019 |
| Liberty Mutual Insurance | Mechanisburg | PA | 02/2017 | 05/2017 |
| Hb Mcclure Company | Harrisburg | PA | 07/2016 | 02/2017 |
| Hb Mcclure Company | Harrisburg | PA | 01/2019 | 01/2020 |
| Conrad Siegel Investments Advisors, Inc. | Harrisburg | PA | 01/2020 | 09/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Camp Hill | PA | 12/2021 | Present |
| Atlantic Community Bankers Bank | Camp Hill | PA | 10/2021 | 12/2021 |
| Bank Of America, N.A. | Camp Hill | PA | 08/2025 | Present |
I*: Entity Charitable Name of OBA: Junior League of Harrisburg Address: Camp Hill, Pennsylvania, 17011 Investment Related: No Position, Title, Association: Committee Member Employee Start Date: 11/16/2022 No Hours: 3 hrs mthy No Hours during trading: 0 Duties: Organizing different fundraising drives and outreaches. No access or say over funds of organization
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-11 |
| S65 | Uniform Investment Adviser Law Examination | 2020-12-05 |
| S66 | Uniform Combined State Law Examination | 2009-01-27 |
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