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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-29 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
39001 W 12 Mile Rd, Farmington Hills, MI 48331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington Hills | MI | 03/2026 | Present |
| Lineage | Novi | MI | 05/2021 | 03/2026 |
| Michigan State University | East Lansing | MI | 08/2017 | 05/2021 |
| Lineage | Novi | MI | 05/2020 | 08/2020 |
| Michigan State University | East Lansing | MI | 01/2020 | 05/2020 |
| Great Minds | Southfield | MI | 05/2019 | 08/2019 |
| Unemployed | Farmington Hills | MI | 06/2017 | 08/2017 |
| North Farmington High School | Farmington Hills | MI | 09/2013 | 06/2017 |
| Magni Industries Inc | Birmingham | MI | 05/2018 | 08/2018 |
| Bank Of America, N.A. | Farmington Hills | MI | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-29 |
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