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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 | 2025-05-12 |
| NJ | RA | APPROVED | 2025-05-08 |
Branch Locations
525 Washington Blvd Ci Relationship Management, Jersey City, NJ 07310 • United States
1100-1800 American Blvd Ci Relationship Management, Pennington, NJ 08534 • United States
Hazlet, NJ • 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 | 11/2018 | Present |
| Rowan University | Glassboro | NJ | 08/2014 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-10 |
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