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 | 2026-08-21 |
| NJ | RA | APPROVED | 2026-06-08 |
Branch Locations
1100-1800 American Blvd Ci Client Services, Pennington, NJ 08534 • 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 |
|---|---|---|---|---|
| Southern Regional High School | Manahawkin | NJ | 05/2015 | 04/2020 |
| Bistro14 | Beach Haven | NJ | 05/2020 | 08/2020 |
| Black Whale Bar And Fish House | Beach Haven | NJ | 09/2020 | Present |
| New York Life Insurance Company | Wall | NJ | 10/2025 | 03/2026 |
| Nylife Securities Llc | Wall | NJ | 01/2026 | 03/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 03/2026 | Present |
I*4332265, Entity Type Entity For Profit, Name of OBA: Black Whale Bar and Fish House Address: Beach HavenNew Jersey08008 Investment Related: No Position, Title, Association: Employee Employee Start Date: 09/05/2020 No Hours: 6 Weekly No Hours during trading: 0 Duties: Bartend at the establishment, providing high levels of customer service and building relationships with clients. Restaurant that provides meals and drinks to clients. I*5593270 Entity Type: N/A Name of OBA: W G and T G Address: Manahawkin, New Jersey, 08050 Investment Related: No Position, Title, Association: Executor Employee Start Date: 08/27/2031 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-05 |
Reach out to this advisor