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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 | 2024-11-11 |
| NJ | RA | APPROVED | 2024-11-08 |
Branch Locations
1100-1800 American Blvd Ci Relationship Management, Pennington, NJ 08534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 07/2024 | Present |
| University Of Virginia | Charlottesville | VA | 08/2023 | 06/2024 |
| Unemployed | Cherry Hill | NJ | 05/2023 | 08/2023 |
| Aldi | Hamilton | NJ | 01/2023 | 05/2023 |
| Merrill Lynch | Mt. Laurel | NJ | 11/2022 | 01/2023 |
| Target | Cherry Hill | NJ | 06/2022 | 01/2023 |
| Rutgers University | New Brunswick | NJ | 09/2019 | 12/2022 |
| St. Augustine Preparatory School | Richland | NJ | 09/2015 | 06/2017 |
| Cherry Hill East | Cherry Hill | NJ | 09/2017 | 06/2019 |
| Wexford Leas Swim Club | Cherry Hill | NJ | 06/2015 | 09/2019 |
| Rutgers University | New Brunswick | NJ | 09/2019 | 03/2020 |
| Unemployed | Cherry Hill | NJ | 05/2020 | 09/2021 |
| Cherry Hill Varsity Lacrosse Camp | Cherry Hill | NJ | 09/2021 | 08/2024 |
| Bank Of America, N.A. | Pennington | NJ | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-07 |
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