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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-23 |
| FL | RA | APPROVED | 2023-01-12 |
Branch Locations
1701 W Hillsboro Blvd, Deerfield Beach, FL 33442 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Deerfield Beach | FL | 09/2006 | Present |
Danielle's Properties LLC No investment-related 8009 NW 95th Lane, Tamarac, FL 33321 Real Estate Sales and Management Properties No active member, This is my husband's business, Do not work for this business (hourly/monthly)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-02 |
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