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 |
|---|---|---|---|
| IL | RA | APPROVED | 2022-03-01 |
| TX | RA | APPROVED | 2022-03-01 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
540 W Madison St, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 01/2019 | 10/2019 |
| Chipotle | Lisle | IL | 08/2018 | 08/2018 |
| Dunkin Donuts | Lisle | IL | 09/2018 | 10/2018 |
| Cvs Pharmacy | Lisle | IL | 10/2018 | 12/2018 |
| Fysl | Karachi, Sindh | 09/2016 | 07/2018 | |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 06/2021 | Present |
| Habib Qatar International Exchange | Karachi | 12/2019 | 02/2021 | |
| Unemployed | Lombard | IL | 03/2021 | 05/2021 |
| Uber | Lombard | IL | 08/2021 | 08/2021 |
I*1304271 For profit or not for profit: Entity For Profit Name of outside business organization: no name yet Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Sole Proprietorship"] Position, title, association: ["Other"], Start date of relationship: 7/3/2023 Number of hours devoted: 1 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: open seller account on amazon and list products to sell., open amazon seller account and sell products on it.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-26 |
Reach out to this advisor