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Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-01
FL RA APPROVED 2026-03-30
  • TX RA
    APPROVED
    Since 2026-04-01
  • FL RA
    APPROVED
    Since 2026-03-30

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

701 Brickell Ave, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 01/2022 Present
Full-Time Education/ Unemployed Borough Of Manhattan Cc NY 08/2021 12/2021
Unemployed Brooklyn NY 08/2019 08/2021
Full Time Student Merida 05/2012 07/2019
135 Studio N Adr Inc Brooklyn NY 03/2021 05/2021
Atias Enterprises New York NY 06/2021 10/2021
  • 01/2022 → Present
    New York, NY
  • 08/2021 → 12/2021
    Full-Time Education/ Unemployed
    Borough Of Manhattan Cc, NY
  • 08/2019 → 08/2021
    Unemployed
    Brooklyn, NY
  • 05/2012 → 07/2019
    Full Time Student
    Merida
  • 03/2021 → 05/2021
    135 Studio N Adr Inc
    Brooklyn, NY
  • 06/2021 → 10/2021
    Atias Enterprises
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-28
  • S66 Uniform Combined State Law Examination
    2026-03-28
Other Names
  • Marianny Paola Molina
  • Marianny Paola Molina-Toro

View on SEC IAPD

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