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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 | 2025-03-17 |
| MD | RA | APPROVED | 2025-03-08 |
Branch Locations
11333 Mccormick Rd Ci Relationship Management, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Hunt Valley | MD | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 08/2018 | Present |
| Amazon | Baltimore | MD | 06/2015 | 08/2018 |
| Ceasars Entertainment | Baltimore | MD | 01/2017 | 09/2017 |
| Mv Transportation | Baltimore | MD | 06/2016 | 12/2016 |
I*4208271, Entity Type: Entity For Profit, Name of OBA: YouTube, Address: San Bruno, California, 94066, Investment Related: N, Position, Title, Association: Consultant/Independent Contractor, Employee Start Date: 07/12/2026, No Hours: 4 Weekly, No Hours during Trading: 0 Weekly, Duties: none, Extra Income
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-07 |
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