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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 | 2025-10-27 |
Branch Locations
2800 Post Oak Blvd, Houston, TX 77056 • 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 | Houston | TX | 07/2025 | Present |
| Texas A&M University | College Station | TX | 08/2022 | 07/2025 |
| Sports Field Solutions | Benbrook | TX | 04/2022 | 08/2022 |
| Hillwood Development | Fort Worth | TX | 06/2021 | 04/2022 |
| Texas A&M University | College Station | TX | 08/2016 | 06/2021 |
| Bank Of America, N.A. | Houston | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-27 |
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