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 | 2026-01-06 |
| NY | RA | APPROVED | 2025-12-19 |
Branch Locations
75 Rockefeller Plz Adp- Home Office, New York, NY 10019 • United States
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2025 | Present |
| Unemployed | New York | NY | 03/2025 | 07/2025 |
| Playbook Sports | Hoboken | NJ | 09/2024 | 03/2025 |
| New York Football Giants | East Rutherford | NJ | 06/2024 | 09/2024 |
| Unemployed | New York | NY | 05/2024 | 06/2024 |
| University Of Michigan | Ann Arbor | MI | 08/2023 | 05/2024 |
| The Vault Nyc | New York | NY | 05/2023 | 08/2023 |
| University Of Michigan | Ann Arbor | MI | 08/2022 | 05/2023 |
| Wsc Sports | Tel Aviv | 05/2022 | 08/2022 | |
| University Of Michigan | Ann Arbor | MI | 08/2020 | 05/2022 |
| Byram Hills High School | Armonk | NY | 09/2016 | 08/2020 |
| Hc Crittenden Middle School | Armonk | NY | 08/2015 | 09/2016 |
| Rise & Set Llc | New York | NY | 02/2025 | 05/2025 |
| Bank Of America, N.A. | New York | NY | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-19 |
Reach out to this advisor