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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-28 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 06/2026 | Present |
| Thornton Construction | Gothenburg | 06/2022 | 08/2025 | |
| Seed2Exit | Gothenburg | 12/2023 | 05/2025 | |
| Swedish American Chamber Of Commerce San Francisco Silicon Valle | Palo Alto | CA | 08/2022 | 12/2023 |
| Gotomarket Usa | Palo Alto | CA | 11/2022 | 06/2023 |
| Dagab | Gothenburg | 02/2021 | 08/2021 | |
| If Insurance | Gothenburg | 09/2019 | 03/2020 | |
| If Insurance | Halmstad | 08/2018 | 08/2019 | |
| Retlog Logistics | Halmstad | 06/2018 | 08/2018 | |
| Halmstad Bordtennisklubb | Halmstad | 06/2017 | 08/2017 | |
| University Of Gothenburg | Gothenburg | 08/2019 | 06/2024 | |
| Boston College | Boston | MA | 08/2025 | Present |
| Innovation Norway | Palo Alto | CA | 09/2022 | 11/2022 |
| Unemployed | Halmstad | 06/2016 | 06/2017 | |
| Unemployed | Halmstad | 08/2017 | 06/2018 | |
| Bank Of America, N.A. | Boston | MA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-28 |
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