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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2015-07-17 |
| TX | RA | APPROVED_RES | 2015-05-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coral Gables | FL | 05/2015 | Present |
| Bank Of America, N.A. | Coral Gables | FL | 09/2015 | Present |
I*447357Entity For Profit, Name of OBA: Macavi Properties LLC, Address: Miami, Florida, 33129Investment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 04/18/2017No Hours: 1No Hours during trading: 0Duties: The purpose of the entity is to acquire and receive rental from real estate properties as well participation interest into LP. I'm a member with 50% of the company the other 50% belongs to my wife as a member. I*1671299Entity For Profit Name of OBA: AVIMAC Properties LLC, Address: Miami, Florida, 33129-1103Investment Related: No, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 01/31/2024, No Hours: 1hr/Ann, No Hours during trading: 0Duties: Purpose is to hold Real Estate properties for rental purpose. FA is a managing member with his spouse. There is no active/properties at this moment. I*4334273, Entity Type: , Name of OBA: Rental Property 2, Address: Miami, Florida, 33131, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 05/01/2026, No Hours: 0.25 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-29 |
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