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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 | 2026-05-21 |
| NJ | RA | APPROVED | 2026-05-20 |
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 | 11/2025 | Present |
| Keller Williams Premier | Robbinsville | NJ | 01/2025 | 11/2025 |
| C&C Maintenance | Garden City | GA | 02/2022 | 12/2024 |
| Maruca's Tomato Pies | Seaside Heights | NJ | 05/2018 | 01/2022 |
| The Stone Terrace | Hamilton | NJ | 01/2013 | 04/2018 |
| Amazon.cOm | Robbinsville | NJ | 04/2017 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-19 |
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