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Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-25
CA RA APPROVED 2025-11-24
NV RA APPROVED 2025-11-24
  • TX RA
    APPROVED
    Since 2025-11-25
  • CA RA
    APPROVED
    Since 2025-11-24
  • NV RA
    APPROVED
    Since 2025-11-24

Branch Locations

1646 Us Highway 395 N, Minden, NV 89423 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Minden NV 12/2024 10/2025
Bank Of America South Lake Tahoe CA 04/2022 12/2024
Unemployed Carson City NV 03/2022 04/2022
Charter Spectrum Reno NV 11/2021 02/2022
At&T Carson City NV 03/2021 10/2021
In-N-Out Carson City NV 10/2019 02/2021
Carson High School Carson City NV 08/2017 06/2021
Unemployed Carson City NV 01/2015 09/2019
Bank Of America, N.A. Minden NV 01/2025 10/2025
Wells Fargo Clearing Services, Llc Carson City NV 10/2025 11/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Minden NV 11/2025 Present
Albertsons Companies, Inc Minden NV 05/2024 05/2024
Spectrum Reno NV 11/2021 02/2022
Bank Of America, N.A. Minden NV 11/2025 Present
  • 12/2024 → 10/2025
    Minden, NV
  • 04/2022 → 12/2024
    Bank Of America
    South Lake Tahoe, CA
  • 03/2022 → 04/2022
    Unemployed
    Carson City, NV
  • 11/2021 → 02/2022
    Charter Spectrum
    Reno, NV
  • 03/2021 → 10/2021
    At&T
    Carson City, NV
  • 10/2019 → 02/2021
    In-N-Out
    Carson City, NV
  • 08/2017 → 06/2021
    Carson High School
    Carson City, NV
  • 01/2015 → 09/2019
    Unemployed
    Carson City, NV
  • 01/2025 → 10/2025
    Bank Of America, N.A.
    Minden, NV
  • 10/2025 → 11/2025
    Carson City, NV
  • 11/2025 → Present
    Minden, NV
  • 05/2024 → 05/2024
    Albertsons Companies, Inc
    Minden, NV
  • 11/2021 → 02/2022
    Spectrum
    Reno, NV
  • 11/2025 → Present
    Bank Of America, N.A.
    Minden, NV
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-21
  • S66 Uniform Combined State Law Examination
    2024-12-21
Other Names
  • Yasha Krassovskiy
  • Yakov Krassovskiy

View on SEC IAPD

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