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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 | 2026-07-07 |
| NJ | RA | APPROVED | 2026-07-02 |
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 | 03/2026 | Present |
| Manalapan High School | Manalapan | NJ | 01/2016 | 06/2020 |
| Unemployed | Manalapan | NJ | 06/2020 | 03/2021 |
| Standard Financing / Now Known As Fidelity Funding | Staten Island | NY | 03/2021 | 02/2022 |
| Clean And Clear Power Washing | Marlboro | NJ | 02/2022 | 06/2022 |
| Unemployed | Manalapan | NJ | 06/2022 | 09/2022 |
| Rugs International | Bradley Beach | NJ | 09/2022 | 01/2023 |
| Brookdale Community College | Lincroft | NJ | 01/2023 | 05/2025 |
| Rutgers University | Camden | NJ | 09/2025 | Present |
| Prime Time Pools | Keyport | NJ | 06/2023 | Present |
| Ups | Cranbury | NJ | 11/2025 | 01/2026 |
| The Lns Group | Manalapan | NJ | 01/2026 | 03/2026 |
I*4461265 Entity Type: Entity For Profit Name of OBA: Prime Time Pools Address: Keyport, New Jersey Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/01/2023 Number of Hours: 5, Weekly Number of Hours during trading: 0, Weekly Duties: Small business I started in college. Swimming pool maintenance. Open and close swimming pools. Provide cleaning services. Scheduling/booking and customer satisfaction.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-01 |
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