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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-02 |
| TX | 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 | 04/2026 | Present |
| Lowes | Hillsborough | NJ | 05/2022 | 12/2025 |
| Selection Staffing | New Brunswick | NJ | 10/2023 | 10/2024 |
| Unemployed | Lebanon | NJ | 12/2025 | 04/2026 |
| Hillsborough Highschool | Hillsborough | NJ | 01/2015 | 01/2026 |
| Rutgers University | New Brunswick | NJ | 09/2021 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-01 |
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