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_RES | 2025-02-03 |
| NJ | RA | APPROVED | 2020-09-22 |
Branch Locations
1100-1800 American Blvd Investment Solutions Group, Pennington, NJ 08534 • 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 | 05/2020 | Present |
| Hot Styles Dance Company | Bellefonte | PA | 11/2018 | 05/2020 |
| Bank Of America Merrill Lynch | Pennington | NJ | 06/2019 | 08/2019 |
| The Pennsylvania State University | University Park | PA | 08/2016 | 05/2020 |
| The Bagel Barn & Deli | Princeton | NJ | 05/2017 | 12/2018 |
I*: 2506288Entity Type: Rental Property Name of OBA: Rental Property 1Address: Clifton, NJ 07013Investment Related: NoPosition, Title, Association: Sole ownerEmployee Start Date: 06/14/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 0Duties: Sole owner of rental property I*, 2787279Entity Type: Entity For ProfitName of OBA: Eileen's Academy of DanceAddress: Fairless Hills, Pennsylvania 19030Investment Related: NoPosition, Title, Association: EmployeeEmployee Start Date: 09/07/2025No Hours: 2 hours per weekNo Hours during trading: 0 Duties: Dance teacher. Teach dance I*4654318, Entity Type: Entity For Profit, Name of OBA: The Dance Factory, Address: Skillman, New Jersey, 08558, Investment Related: N, Position, Title, Association: ["Employee"], Employee Start Date: 06/25/2026, No Hours: 3 Weekly, No Hours during Trading: 0 Weekly, Duties: Teach dance, Teach Dance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-19 |
Reach out to this advisor