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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 | 2023-04-06 |
| NJ | RA | APPROVED | 2023-04-03 |
Branch Locations
1100-1800 American Blvd Investment Solutions Group, 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 | 12/2022 | Present |
| Gambler Deep Sea Fishing | Point Pleasant Beach | NJ | 05/2017 | 09/2017 |
| University Of Alabama | Tuscaloosa | AL | 09/2017 | 05/2018 |
| Aqualand Pools | Manasquan | NJ | 06/2018 | 09/2018 |
| University Of Alabama | Tuscaloosa | AL | 09/2018 | 05/2019 |
| Jenkinsons Pavilion | Point Pleasant Beach | NJ | 05/2019 | 09/2019 |
| University Of Alabama | Tuscaloosa | AL | 09/2019 | 05/2020 |
| Jenkinsons Pavilion | Point Pleasant Beach | NJ | 05/2020 | 09/2020 |
| University Of Alabama | Tuscaloosa | AL | 09/2020 | 05/2021 |
| Moes Original Bbq | Tuscaloosa | AL | 09/2019 | 05/2020 |
| Moes Original Bbq | Tuscaloosa | AL | 09/2020 | 05/2021 |
| Hop On Ride Service | Tuscaloosa | AL | 09/2021 | 06/2022 |
| Jenkinsons Pavilion | Point Pleasant Beach | NJ | 06/2022 | 09/2022 |
| Meehan Carting | Neptune City | NJ | 09/2022 | 12/2022 |
| Christian Brothers Academy | Lincroft | NJ | 01/2013 | 05/2017 |
| Uber | Wall Township | NJ | 05/2021 | 09/2021 |
| Sperry Tents Nj | Neptune City | NJ | 05/2018 | 06/2018 |
| Vector Marketing | Eatontown | NJ | 06/2018 | 07/2018 |
| Innisfree Irish Pub | Tuscaloosa | AL | 02/2019 | 04/2019 |
I*1253284 For profit or not for profit: Entity For Profit Name of outside business organization: Jenkinsons Pavilion Investment related: N Address of business: Point Pleasant Beach, New Jersey, 08742 Nature of business: ["Limited Liability Company"] Position, title, association: ["Employee"], Start date of relationship: 5/13/2023 Number of hours devoted: 8 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Ocean Rescue Lifeguard
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-31 |
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