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 $962,052,205,321 in 2,529,169 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    962,052
    MILLION
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • 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, WY

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Showing 1 - 10 of 27,035 top financial advisors.
1
Scott A'hearn
CRD#: 5202152
510 E 96th St, Indianapolis, IN 46240

Scott A'hearn (CRD# 5202152) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indianapolis, IN and has over 13 years of experience in the finance industry.

2
Mostafa Aamer
CRD#: 4125056
370 E Nassau St, Princeton, NJ 08540

Mostafa Aamer (CRD# 4125056) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Princeton, NJ and has over 8 years of experience in the finance industry.

3
Mohammed Aater
CRD#: 3250900
23347 Mulholland Dr, Woodland Hills, CA 91364

Mohammed Aater (CRD# 3250900) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Woodland Hills, CA and has over 19 years of experience in the finance industry.

4
Janine Abad
CRD#: 1223224
50 W San Fernando St, San Jose, CA 95113

Janine Abad (CRD# 1223224) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 27 years of experience in the finance industry.

5
Mark A. Abadir
CRD#: 2130640
2 Tower Center Blvd, East Brunswick, NJ 08816

Mark Abadir (CRD# 2130640) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in East Brunswick, NJ and has over 28 years of experience in the finance industry.

6
Raul A. Aballi
CRD#: 1622075
3550 Vine St, Riverside, CA 92507

Raul Aballi (CRD# 1622075) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverside, CA and has over 32 years of experience in the finance industry.

7
Joni M. Abalos
CRD#: 2700256
2800 Post Oak Blvd, Houston, TX 77056

Joni Abalos (CRD# 2700256) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 23 years of experience in the finance industry.

8
Jemuel M. Abarientos
CRD#: 4876819
1602 W 25th St, San Pedro, CA 90732

Jemuel Abarientos (CRD# 4876819) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Pedro, CA and has over 3 years of experience in the finance industry.

9
Ashley F. Abate
CRD#: 6506817
3455 Peachtree Rd Ne, Atlanta, GA 30326

Ashley Abate (CRD# 6506817) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 3 years of experience in the finance industry.

10
Constante R. Abaya
CRD#: 2485305
9560 Wilshire Blvd, Beverly Hills, CA 90212

Constante Abaya (CRD# 2485305) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly Hills, CA and has over 9 years of experience in the finance industry.

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