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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 | 2026-05-26 |
| NJ | RA | APPROVED | 2026-02-27 |
Branch Locations
1100-1800 American Blvd Ci Client Services, Pennington, NJ 08534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 09/2025 | Present |
| Inkwell Global Marketing A Brandito Company | Manalapan | NJ | 02/2023 | 09/2025 |
| Stryde Management | East Brunswick | NJ | 12/2022 | 01/2023 |
| Joemax Telecommunications | Allentown | NJ | 06/2017 | 01/2020 |
| West Chester Univesity | West Chester | PA | 01/2020 | 05/2022 |
| Unemployed | Allentown | NJ | 06/2022 | 11/2022 |
| Allentown High School | Allentown | NJ | 09/2015 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-26 |
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