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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 | 2026-04-28 |
| NJ | RA | APPROVED | 2026-03-30 |
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 | 10/2025 | Present |
| Griffin Alexander, P.C. | Randolph | NJ | 04/2024 | 10/2025 |
| Unemployed | East Brunswick | NJ | 01/2024 | 04/2024 |
| Bernikow Jewish Community Center Of Staten Island | Staten Island | NY | 06/2022 | 08/2022 |
| Sunrise Day Camp | Staten Island | NY | 06/2022 | 08/2022 |
| The College Of New Jersey | Ewing | NJ | 08/2020 | 01/2024 |
| Shoprite Supermarkets | Spotswood | NJ | 01/2018 | 08/2021 |
| East Brunswick High School | East Brunswick | NJ | 08/2017 | 08/2020 |
| Churchill Junior High School | East Brunswick | NJ | 10/2015 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-30 |
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