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 | 2026-05-11 |
| OH | RA | APPROVED | 2026-04-28 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
4908 Whiteford Rd, Toledo, OH 43623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Toledo | OH | 06/2024 | Present |
| Wells Fargo | Toledo | OH | 02/2019 | 06/2024 |
| Promedica | Toledo | OH | 01/2015 | 02/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-28 |
Reach out to this advisor