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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-29 |
| TX | RA | APPROVED | 2026-07-29 |
Branch Locations
1100-1800 American Blvd Ci Client Management, Pennington, NJ 08534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bordentown Schools | Bordentown | NJ | 10/2015 | 06/2020 |
| University Of Alabama | Tuscaloosa | AL | 08/2020 | 05/2024 |
| Prime Pressure Solutions Llc | Bordentown | NJ | 06/2024 | Present |
| Killarney's Publick House | Hamilton | NJ | 10/2024 | Present |
| Engineered Piping Products | Baltimore | MD | 05/2022 | 06/2024 |
| Equitable Advisors Llc | New York | NY | 11/2025 | 11/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 06/2026 | Present |
| Bordentown Regional School District | Bordentown | NJ | 02/2026 | 06/2026 |
| Stone Terrace By John Henry's | Hamilton | NJ | 09/2017 | 03/2018 |
| The Bear Trap | Tuscaloosa | AL | 09/2022 | 08/2023 |
| Bank Of America, N.A. | Pennington | NJ | 08/2026 | Present |
I*4816268, Entity Type Entity For Profit, Name of OBA: Prime Pressure Solutions Address: Bordentown New Jersey 08505 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/03/2024 No Hours: 0 No Hours during trading: 0 Duties: Clean clients properties for a fee. Keep properties clean for customers. Pressure washing company. I*4818267, Entity Type Entity For Profit, Name of OBA: Killarney's Publick House Address: Hamilton New Jersey 08619 Investment Related: No Position, Title, Association: Employee Employee Start Date: 10/01/2024 No Hours: 8 Monthly No Hours during trading: 0 Duties: Serve customers and give great service To serve customers food and drink / place to watch sports.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-08 |
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