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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2015-09-17 |
| TX | RA | APPROVED | 2015-09-15 |
Branch Locations
1100-1800 American Blvd Global Human Resources- The Academy, Pennington, NJ 08534 • United States
60 Cathedral Pl Global Human Resources- The Academy, Saint Augustine, FL 32084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 06/2015 | Present |
| Bank Of America, N.A. | Pennington | NJ | 08/2015 | Present |
I*3332266Entity Type: For ProfitName of OBA: Mackk MechanicalAddress: Mount Laurel, NJ 08108Investment Related: NoPosition, Title, Association: ConsultantEmployee Start Date: 01/01/2026Number of Hours: 4, MonthlyNumber of Hours during trading: 0Duties: Consulting on general matters of family business consulting on general matters of family owned business I*4519286, Entity Type: Entity For Profit, Name of OBA: Flippadelphia Holdings, Address: Haddon Township, New Jersey, 08108, Investment Related: N, Position, Title, Association: Employee, Employee Start Date: 06/27/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Tutoring, Tutoring
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-14 |
Reach out to this advisor