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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

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-10
  • NY RA
    APPROVED
    Since 2026-04-10

Branch Locations

One Bryant Park Investment Solutions Group, New York, NY 10036 • 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
OrganizationCityStateFromTo
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
  • 07/2019 → 01/2026
    Methuselah Capital Llc
    Salt Lake City, UT
  • 07/2015 → 09/2019
    Ernst & Young Llp
    New York, NY
  • 07/2019 → 01/2026
    Methuselah Advisors
    Salt Lake City, UT
  • 01/2026 → Present
    New York, NY
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-09
S63 Uniform Securities Agent State Law Examination 2020-06-05
  • S65 Uniform Investment Adviser Law Examination
    2026-04-09
  • S63 Uniform Securities Agent State Law Examination
    2020-06-05
Other Names
  • Anthony Darakjy

View on SEC IAPD

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