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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-15 |
| TX | RA | APPROVED | 2022-10-13 |
| NJ | RA | APPROVED | 2022-09-29 |
Branch Locations
1100-1800 American Blvd Ci Relationship Management, Pennington, NJ 08534 • United States
1040 Stony Hill Rd, Yardley, PA 19067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Yardley | PA | 10/2021 | Present |
| Council Rock South High School | Holland | PA | 07/2013 | 06/2017 |
| Rider University | Lawrenceville | NJ | 07/2017 | 05/2021 |
| Unemployed | Holland | PA | 06/2021 | 09/2021 |
| Bank Of America, N.A. | Yardley | PA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-21 |
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