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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-20 |
| TX | RA | APPROVED_RES | 2023-04-03 |
| NV | RA | APPROVED | 2023-03-09 |
Branch Locations
3245 Market Street, Carson City, NV 89706 • United States
947 Topsy Ln, Carson City, NV 89705 • 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 | Carson City | NV | 08/2015 | Present |
| Bank Of America, N.A. | Carson City | NV | 10/2022 | Present |
I*1517328 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Dayton, Nevada, 89403, United States Nature of business: Position, title, association: Sole owner, Start date of relationship: 2/1/2023 Number of hours devoted: 0 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-20 |
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