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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 | 2025-09-19 |
| NJ | RA | APPROVED | 2025-04-30 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
115 W Century Rd, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paramus | NJ | 09/2024 | Present |
| Aj Gallagher | Whippany | NJ | 06/2023 | 08/2023 |
| Fairmount Country Club | Chatham | NJ | 05/2021 | 08/2021 |
| Fairmount Country Club | Chatham | NJ | 05/2022 | 07/2022 |
| Harbor Hills Day Camp | Randolph | NJ | 07/2022 | 08/2022 |
| Chatham Middle School | Chatham | NJ | 09/2014 | 06/2016 |
| Virginia Tech | Blacksburg | VA | 08/2020 | 05/2021 |
| Elon University | Elon | NC | 08/2021 | 06/2024 |
| Unemployed | Chatham | NJ | 05/2020 | 09/2020 |
| Chatham Highschool | Chatham | NJ | 09/2016 | 06/2020 |
| Bank Of America, N.A. | Paramus | NJ | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-29 |
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