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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 2026-01-13
NJ RA APPROVED 2025-11-21
  • TX RA
    APPROVED
    Since 2026-01-13
  • NJ RA
    APPROVED
    Since 2025-11-21

Branch Locations

1100-1800 American Blvd Ci Client Services, Pennington, NJ 08534 • 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 Pennington NJ 08/2025 Present
Jersey Mike's Holmdel NJ 02/2022 08/2025
Hawk Capital West Long Branch NJ 01/2024 05/2024
Jersey Shore Waterpark/Runaway Rapids Keansburg NJ 07/2019 08/2024
Moe's Southwest Grill Middletown NJ 05/2019 05/2019
Brookdale Community College Lincroft NJ 01/2022 05/2023
Monmouth University West Long Branch NJ 07/2023 12/2024
Pennsylvania State University University Park PA 08/2021 12/2021
Middletown High School North Middletown NJ 10/2017 06/2021
Monmouth County Academy Of Allied Health & Science Neptune NJ 09/2017 10/2017
Thorne Middle School Middletown NJ 09/2014 06/2017
  • 08/2025 → Present
    Pennington, NJ
  • 02/2022 → 08/2025
    Jersey Mike's
    Holmdel, NJ
  • 01/2024 → 05/2024
    Hawk Capital
    West Long Branch, NJ
  • 07/2019 → 08/2024
    Jersey Shore Waterpark/Runaway Rapids
    Keansburg, NJ
  • 05/2019 → 05/2019
    Moe's Southwest Grill
    Middletown, NJ
  • 01/2022 → 05/2023
    Brookdale Community College
    Lincroft, NJ
  • 07/2023 → 12/2024
    Monmouth University
    West Long Branch, NJ
  • 08/2021 → 12/2021
    Pennsylvania State University
    University Park, PA
  • 10/2017 → 06/2021
    Middletown High School North
    Middletown, NJ
  • 09/2017 → 10/2017
    Monmouth County Academy Of Allied Health & Science
    Neptune, NJ
  • 09/2014 → 06/2017
    Thorne Middle School
    Middletown, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-20
  • S66 Uniform Combined State Law Examination
    2025-11-20
Other Names
  • Dom Acerra
  • Domenick Acerra

View on SEC IAPD

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