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 | 2019-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 10/2018 | Present |
| Tough Law Firm | Spring | TX | 05/2016 | 09/2016 |
| Tough Law Firm | Spring | TX | 05/2017 | 08/2017 |
| Pappas Burger | Houston | TX | 08/2016 | 07/2017 |
| University Of Houston | Houston | TX | 08/2015 | 05/2019 |
| Merrill Lynch | Houston | TX | 06/2018 | 08/2018 |
| Bank Of America, N. A. | Houston | TX | 05/2026 | Present |
I*2728280, Entity Type: Entity For Profit, Name of OBA: Sourced by Bredehoft LLC, Address: The Woodlands, Texas, 77381, Investment Related: N, Position, Title, Association: ["Owner"], Employee State Date: 08/18/2025, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: sourcing, marketing and sales Retail- antiques and collectibles
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-23 |
Reach out to this advisor