Best Investors
Account
Sign in
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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-07 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
10100 Innovation Dr, Miamisburg, OH 45342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Miamisburg | OH | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miamisburg | OH | 03/2026 | Present |
| Bankers Life | Maumee | OH | 09/2025 | 03/2026 |
| Being 800 Gre Gmat Academy | Pune | 08/2022 | 06/2023 | |
| Being 800 Gre Gmat Academy | Pune | 08/2017 | 07/2020 | |
| Unemployed | Boston | MA | 06/2025 | 07/2025 |
| Unemployed | Perrysburg | OH | 08/2025 | 08/2025 |
| Full Time Education: University Of Massachusetts Boston | Boston | MA | 08/2023 | 05/2025 |
| Unemployed | Mumbai | 07/2025 | 08/2025 | |
| Full Time Education: University Of Mumbai | Mumbai | 08/2020 | 05/2022 | |
| Full Time Education: Kalinga University | Raipur | 07/2014 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-06 |
Reach out to this advisor