Oren Baranchuk

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-08-06
TX	RA	APPROVED_RES	2022-08-30
NJ	RA	APPROVED	2010-12-17

PA RA
APPROVED

Since 2024-08-06
TX RA
APPROVED_RES

Since 2022-08-30
NJ RA
APPROVED

Since 2010-12-17

Branch Locations

1100-1800 American Blvd Central Business Review Unit, Pennington, NJ 08534 • United States

New Hope, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	01/2010	Present

01/2010 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ

Other Businesses

I*4065324 Entity Type: Charitable Name of OBA: Plumstead Baseball Association Address: Plusteadville, Pennsylvania, 18949 Investment Related: No Position, Title, Association: Other Employee Start Date: 04/11/2026 Number of Hours: 3, Weekly Number of Hours during trading: 0 Duties: Little league baseball organization which is a fully volunteer-run organization that relies heavily on parent support and participation. I will be organizing the Snack Stand (maintaining and scheduling volunteer shifts, purchasing orders and re-orders, stocking the snack stand, etc.)

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-12-16

S66 Uniform Combined State Law Examination

2010-12-16

View on SEC IAPD