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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2022-12-09 |
| TX | RA | APPROVED | 2022-11-29 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
3 Skidaway Village Sq, Savannah, GA 31411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Savannah | GA | 03/2011 | Present |
I*3319282 Entity Type: Charitable Name of OBA: Girl Scouts Address: SAVANNAH, Georgia, 31401 Investment Related: No Position, Title, Association: Other Employee Start Date: 12/31/2025 Number of Hours: 5, Monthly Number of Hours during trading: 0 Duties: Girl Scout Troop Leader Host girl scout meetings and teach leadership with fundraising efforts from cookie sales. plan activities and day trips.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-28 |
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