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Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-31
CT RA APPROVED 2026-07-03
  • TX RA
    APPROVED
    Since 2026-08-31
  • CT RA
    APPROVED
    Since 2026-07-03

Branch Locations

765 Chief Justice Cushing Hwy, Cohasset, MA 02025 • United States

100 Federal St, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cohasset MA 02/2026 Present
Santander Bank, N.A. Plymouth MA 11/2023 02/2026
North Easton Savings Bank Easton MA 02/2023 10/2023
Bluestone Bank West Bridgewater MA 06/2022 11/2022
Style Mortgage Llc Attleboro MA 01/2022 05/2022
Harborone Bank Cranston RI 06/2021 11/2021
Bank Of America, N.A. Attleboro MA 08/2017 06/2021
Bridgewater Sports Complex Bridgewater MA 01/2017 04/2017
Unemployed Unemployed MA 10/2023 11/2023
Unemployed Unemployed MA 11/2022 01/2023
Unemployed Unemployed MA 11/2021 01/2022
Roger Williams University Bristol RI 08/2013 05/2017
Bj's Brewhouse North Attleboro MA 02/2022 03/2022
Bank Of America, N.A. Cohasset MA 04/2026 Present
  • 02/2026 → Present
    Cohasset, MA
  • 11/2023 → 02/2026
    Santander Bank, N.A.
    Plymouth, MA
  • 02/2023 → 10/2023
    North Easton Savings Bank
    Easton, MA
  • 06/2022 → 11/2022
    Bluestone Bank
    West Bridgewater, MA
  • 01/2022 → 05/2022
    Style Mortgage Llc
    Attleboro, MA
  • 06/2021 → 11/2021
    Harborone Bank
    Cranston, RI
  • 08/2017 → 06/2021
    Bank Of America, N.A.
    Attleboro, MA
  • 01/2017 → 04/2017
    Bridgewater Sports Complex
    Bridgewater, MA
  • 10/2023 → 11/2023
    Unemployed
    Unemployed, MA
  • 11/2022 → 01/2023
    Unemployed
    Unemployed, MA
  • 11/2021 → 01/2022
    Unemployed
    Unemployed, MA
  • 08/2013 → 05/2017
    Roger Williams University
    Bristol, RI
  • 02/2022 → 03/2022
    Bj's Brewhouse
    North Attleboro, MA
  • 04/2026 → Present
    Bank Of America, N.A.
    Cohasset, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-03
  • S66 Uniform Combined State Law Examination
    2026-07-03
Other Names
  • Justin Skov

View on SEC IAPD

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