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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 | 2023-03-21 |
| VA | RA | APPROVED | 2023-03-10 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
11820 Fountain Way, Newport News, VA 23606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Virginia Beach | VA | 05/2019 | Present |
| Tysinger Motor Company | Hampton | VA | 01/2019 | 05/2019 |
| Starbucks | Hampton | VA | 02/2016 | 12/2019 |
I*919233, Entity Type: For Profit, Name of OBA: Smart Property Pro LLC, Address: Hampton, Virginia 23663, Investment Related: N, Position, Title, Association: Officer, Employee Start Date: 02/17/2021, No Hours: 0, No Hours during trading: 0, Duties: Purpose of entity is to put rental income from rental properties however, there is no current business activity. I*: 2469269 Entity Type: Charitable Name of OBA: St Jude's Childrens Research Hospital Address: Norfolk, VA 23510 Investment Related: No Position, Title, Association: Committee member Employee Start Date: 05/19/2025 Number of Hours: 2 hrs annually Number of Hours during trading: 0 Duties: We will be planning a fundraising gala for the eradication of childhood cancer. I will not have access to funds directly, I will only be involved in the broad level planning and as a liaison to vendors and as a host the day of the event. This is an annual event for St. Jude. I*: 2588301 Entity Type: Charitable Name of OBA: Rotary International Address: Newport News, Virginia, 23606 Investment Related: No Position, Title, Association: Volunteer Employee Start Date: 7/11/2025 Number of Hours: 4 hrs mthly Number of Hours during trading: 0 Duties: To better the local community we live in. Be a part of club meetings and volunteer events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-09 |
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