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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-24 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
39001 W 12 Mile Rd, Farmington Hills, MI 48331 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington Hills | MI | 08/2023 | Present |
| Strayer University | Washington | DC | 10/2020 | Present |
| Fca Fiat Crysler | Sterling Heights | MI | 02/2020 | 08/2023 |
| Trinity Health | Farmington | MI | 02/2020 | 02/2021 |
| Credit Acceptance | Southfield | MI | 04/2019 | 02/2020 |
| Staffing Health Paycor | Southfield | MI | 01/2016 | 04/2019 |
| Bank Of America, N.A. | Farmington Hills | MI | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-04 |
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