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 | 2026-02-13 |
| IN | RA | APPROVED | 2026-01-02 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
510 E 96Th St, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 10/2025 | Present |
| Bj's Restaurants Inc. | Noblesville | IN | 07/2022 | 08/2022 |
| Bj's Restaurants Inc. | Bloomington | IN | 08/2022 | 06/2023 |
| Bj's Restaurants Inc. | Bloomington | IN | 08/2023 | 07/2025 |
| Iu Bloomington | Bloomington | IN | 07/2021 | 05/2025 |
| Bj's Restaurants Inc. | Noblesville | IN | 08/2025 | 10/2025 |
| Noblesville High School | Noblesville | IN | 08/2017 | 06/2021 |
| The Escape Room Usa | Fishers | IN | 08/2019 | 09/2020 |
| Shipt | Fishers | IN | 07/2020 | 07/2021 |
| Noblesville West Middle School | Noblesville | IN | 08/2014 | 05/2017 |
| N/A | Noblesville | IN | 05/2017 | 08/2017 |
| Bank Of America, N.A. | Indianapolis | IN | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-30 |
Reach out to this advisor