Merrill Lynch, Pierce, Fenner & Smith Incorporated

Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD# 7691) is a financial advisory firm headquartered in New York, NY. They manage $575,341,577,965 in 1,715,259 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    575,342
    MILLION
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Showing 1 - 10 of 25,862 top financial advisors.
1
Kevin R. Clark, CFP®, CIMA®
CRD#: 5173809
555 Metro Pl N, Suite 550, Dublin, OH 43017
103
Wealthminder
score

Kevin Clark (CRD# 5173809) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dublin, OH and has over 6 years of experience in the finance industry.

2
Jeffrey C. Adamson
CRD#: 1326517
308 Walker Ave S, Wayzata, MN 55391
101
Wealthminder
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Jeffrey Adamson (CRD# 1326517) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayzata, MN and has over 32 years of experience in the finance industry. Jeffrey Adamson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jeffrey H. Knotts
CRD#: 5849718
1152 15th St Nw, Washington, DC 20005
101
Wealthminder
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Jeff joined the Group AG at Merrill Lynch in 2010 after graduating from the University of Tennessee in 2009 with a bachelor's degree in economics.  He and his team focus on creating customized financial strategies for individual clients and their families.  Using sophisticated techniques, he develops investment recommendations designed to assist you build, preserve and ultimately distribute your wealth.  He prides himself on his ability to listen and interpret your financial goals while leveraging the vast resources of Merrill Lynch to provide a wide range of possible strategies.

Jeff is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds a Chartered Retirement Planning CounselorSM (CRPC®) designation.

Jeff & his wife, Rachel, live in Woodbridge, VA where they both enjoy living active lifestyles.  They are involved with a variety of local charities and enjoy competing is running events throughout the year.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.

4
H. Erik Sabiers
CRD#: 2130223
2707 Colby Avenue, Suite 1401, Everett, WA 98201
101
Wealthminder
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H. Erik Sabiers (CRD# 2130223) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Everett, WA and has over 26 years of experience in the finance industry.
5
Anthony F. Bellino
CRD#: 5863622
6730 N Scottsdale Rd Ste# 150, Scottsdale, AZ 85253
100
Wealthminder
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True wealth is about more than money. It is about achieving life.
To that point, Tony and his Team believe strongly that it is their obligation to be accountable to and transparent with their clients and to place their best interests ahead of his own.
From stocks, bonds and socially responsible investing to business sales, Tony does and will do whatever it takes to help you realize your goals.
Tony graduated from Arizona State University in Tempe Arizona with a Bachelors of Science in Business and Communications. He returned to Scottsdale Arizona after having worked and studied at the Massachusetts Institute of Technology in Cambridge Massachusetts.
He is a partner with the Bellino Group and focuses on in-depth financial planning, business development and client relationships. Tony appreciates being able to draw on Merrill Lynch’s deep resources and specialists as well as his team to create solutions for difficult and challenging situations. During volatile markets, Tony helps clients set realistic goals and arms them with the financial information they need to make knowledgeable decisions.
Tony was a member of The National Association of Stock Plan Professionals(NASPP), an association committed to providing its members with services designed to enrich their professional skills and further their professional knowledge.
Tony and his family reside in Scottsdale Arizona.

6
Dan Bruns
CRD#: 5532220
2301 Eldorado Pkwy, Suite 100, McKinney, TX 75070
100
Wealthminder
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Daniel Bruns (CRD# 5532220) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in McKinney, TX and has over 7 years of experience in the finance industry.
7
Daniel J. Morrison
CRD#: 5617286
110 S Phillips Ave, Sioux Falls, SD 57104
100
Wealthminder
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Daniel Morrison (CRD# 5617286) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sioux Falls, SD and has over 5 years of experience in the finance industry.
8
Derek S. Pirruccello, CFP(R)
CRD#: 5304633
100 Eugene O'neill Dr, New London, CT 06320
100
Wealthminder
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Derek Pirruccello (CRD# 5304633) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New London, CT and has over 8 years of experience in the finance industry.
9
Devon Robinson
CRD#: 4337883
7424 Windsor Dr, Allentown, PA 18106
100
Wealthminder
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Devon began his career as a financial advisor for UBS PaineWebber in 2001 and joined Merrill Lynch in 2014. He holds Series 7 and 66 FINRA registrations. His process is focused on providing goals-based wealth management to clients. He helps clients review and consider financial goals, develop appropriate asset allocation strategies, and identify and implement wealth management recommendations best suited to their needs. Devon’s goal is to be an essential resource to his clients.

 

Devon is a graduate of Miami University in Oxford, Ohio. He and his wife, Deena, have two young daughters, and reside in Bethlehem, Pennsylvania where they are active in their community.

 

10
David E. Spencer
CRD#: 5411515
1111 Broadway, 22nd Floor, Oakland, CA 94607
100
Wealthminder
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David Earl Spencer (CRD# 5411515) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakland, CA and has over 9 years of experience in the finance industry.

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