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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 | 2025-05-19 |
Branch Locations
125 Sawdust Rd, Spring, TX 77380 • United States
11903 N Grand Pkwy E, New Caney, TX 77357 • United States
4085 College Park Dr, Conroe, TX 77384 • 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 | Houston | TX | 01/2025 | Present |
| City University Of New York | New York | NY | 01/2015 | 07/2018 |
| New York Life Insurance Company | New York | NY | 08/2017 | 09/2018 |
| Robert Half International Inc | New York | NY | 10/2018 | 07/2019 |
| Izmir University Of Economics | Izmir | 09/2019 | 10/2022 | |
| Neoair | Izmir | 10/2022 | 10/2024 | |
| Bank Of America, N.A. | Houston | TX | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-16 |
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