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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 | 2026-02-09 |
| FL | RA | APPROVED | 2025-12-19 |
Branch Locations
7412 Manatee Ave W, Bradenton, FL 34209 • United States
11200 State Rd 64 E, Bradenton, FL 34212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bradenton | FL | 06/2022 | Present |
| Mutual Of Omaha | Coral Gables | FL | 05/2021 | 06/2022 |
| Southeastern University | Lakeland | FL | 08/2019 | 05/2021 |
| Chops City Grill | Naples | FL | 01/2019 | 08/2019 |
| Jackson State University | Jackson | MS | 08/2018 | 01/2019 |
| Florida Southwestern State College | Fort Myers | FL | 08/2016 | 08/2018 |
| H&R Block | Maitland | FL | 01/2022 | 04/2022 |
| Northwestern Mutual | Orlando | FL | 01/2021 | 05/2021 |
| Always Fresh | Plant City | FL | 08/2020 | 12/2020 |
| Bank Of America, N.A. | Bradenton | FL | 12/2025 | Present |
I*2285262 Entity Type: Entity For Profit Name of OBA: Sahel Consulting LLC Address: Sarasota, Florida, 34241 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/01/2025 Number of Hours: 6, Weekly Number of Hours during trading: 0, Weekly Duties: Marketing Consultant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-18 |
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