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 | 2025-11-03 |
| IL | RA | APPROVED | 2025-08-25 |
Branch Locations
110 N Wacker Dr, Chicago, IL 60606 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 08/2024 | Present |
| Denison University | Granville | OH | 08/2023 | 08/2024 |
| Embassy Of El Salvador | Washington D.C. | DC | 05/2023 | 08/2023 |
| Denison University | Granville | OH | 08/2022 | 05/2023 |
| Chick-Fil-A | Chicago | IL | 05/2022 | 08/2022 |
| Denison University | Granville | OH | 08/2021 | 05/2022 |
| Chick-Fil-A | Chicago | IL | 05/2021 | 08/2021 |
| Denison University | Granville | OH | 08/2020 | 05/2021 |
| Lycee Francais De Chicago | Chicago | IL | 01/2013 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-25 |
Reach out to this advisor