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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-10 |
Branch Locations
One Bryant Park Investment Solutions Group, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Methuselah Capital Llc | Salt Lake City | UT | 07/2019 | 01/2026 |
| Ernst & Young Llp | New York | NY | 07/2015 | 09/2019 |
| Methuselah Advisors | Salt Lake City | UT | 07/2019 | 01/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 01/2026 | Present |
I*3507266, Entity Type Entity Charitable, Name of OBA: St. Mark's Orthodox Church Address: Paramus New Jersey 07652 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/07/2026No Hours: 2 weekly No Hours during trading: 0 Duties: Make regular decisions on the board, including maintenance, procedural, and event workings decisions, along with the rest of the 12-member board. I was just elected the Secretary on 1/7/2026. It's a Church. I serve on the board, I am not compensated in any way for my work, and do not have access to the bank accounts except for the Youth Account (I am a signer on the account, because I am the Youth Liaison for the Board, but currently am not on the Youth board, and do not currently sign off checks). I am working on getting myself removed from the account. I*4654315 Entity Type: For Profit Name of OBA: TBD Address: Wyckoff, New Jersey, 7481 Investment Related: No Position, Title, Association: General Partner/Managing Member,Owner Employee Start Date: 07/15/2026 Number of Hours: 10, Monthly Number of Hours during trading: 0 Duties: Own real estate with other partners Review / decide on properties to buy and manage
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-05 |
Reach out to this advisor