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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 | 2026-07-13 |
| NJ | RA | APPROVED | 2026-07-07 |
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 |
| Amazon | Budd Lake | NJ | 07/2024 | 01/2025 |
| Wells Fargo | Woodcliff Lake | NJ | 04/2023 | 10/2023 |
| Miti Miti | South Orange | NJ | 06/2021 | 09/2021 |
| Monroe Woodbury High School | Central Valley | NY | 04/2016 | 05/2019 |
| Seton Hall University | South Orange | NJ | 08/2019 | 01/2024 |
| Western Governors University | Salt Lake City | UT | 01/2025 | 01/2026 |
| Uemployed | New York | NY | 02/2024 | 06/2024 |
I*4511313 Entity Type: Entity For Profit Name of OBA: All in One Renovations LLC Address: Harriman, New York, 10926 Investment Related: No Position, Title, Association: Owner Employee Start Date: 09/01/2025 Number of Hours: 2, Weekly Number of Hours during trading: 0, Weekly Duties: Subcontracting for home renovations Find work for home contractors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-03 |
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