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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 | 2026-02-13 |
| MI | RA | APPROVED | 2025-12-01 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 03/2020 | Present |
| Greystone Golf Club And Banquet Center | Washington | MI | 04/2023 | 10/2023 |
| Regency Of Shelby Township | Utica | MI | 11/2018 | 12/2019 |
| Walsh College | Troy | MI | 01/2021 | 12/2022 |
| Macomb Community College | Macomb | MI | 08/2017 | 07/2020 |
| Greystone Golf Club And Banquet Center | Washington | MI | 05/2017 | 10/2017 |
| Greystone Golf Club And Banquet Center | Washington | MI | 05/2018 | 10/2018 |
| Greystone Golf Club And Banquet Center | Washington | MI | 04/2019 | 10/2019 |
| Unemployed | Macomb | MI | 08/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-01 |
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