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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 | 2023-10-30 |
| NJ | RA | APPROVED | 2023-10-18 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
3100 Hingston Ave, Egg Harbor Township, NJ 08234 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Egg Harbor Township | NJ | 06/2022 | Present |
| Ma Goloff & Co | Atlantic City | NJ | 06/2021 | 05/2022 |
| Fabietti, Hale, Hammerstedt & Powers Pa | Egg Harbor Township | NJ | 05/2020 | 09/2020 |
| Manco & Manco Pizza | Ocean City | NJ | 04/2018 | 08/2019 |
| Stockton University | Galloway | NJ | 09/2018 | 04/2020 |
| Stockton University | Galloway | NJ | 09/2020 | 05/2021 |
| None | Egg Harbor Township | NJ | 01/2012 | 04/2019 |
| Bank Of America, N.A. | Egg Harbor Township | NJ | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-17 |
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