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 $797,284,337,467 in 2,472,247 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    797,284
    MILLION
  • Total Number of Accounts
    2,472,247
    ACCOUNTS
  • Average Account Value
    $322,494
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 21 - 30 of 26,697 top financial advisors.
21
Kyle Abbot
CRD#: 5747822
Bradley Beach, NJ 07720

Kyle Abbot (CRD# 5747822) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bradley Beach, NJ and has over 8 years of experience in the finance industry.

22
Brian Abbott
CRD#: 5316431
Oak Brook, IL 60523

Brian Abbott (CRD# 5316431) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oak Brook, IL and has over 12 years of experience in the finance industry.

23
Christopher S. Abbott
CRD#: 1266966
Richmond, VA 23219

Christopher Abbott (CRD# 1266966) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Richmond, VA and has over 34 years of experience in the finance industry.

24
James C. Abbott
CRD#: 2683325
Mcallen, TX 78501

James Abbott (CRD# 2683325) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mcallen, TX and has over 19 years of experience in the finance industry.

25
John R. Abbott
CRD#: 2633782
Lincoln, RI 02865

John Abbott (CRD# 2633782) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 13 years of experience in the finance industry.

26
John W. Abbott
CRD#: 4722177
Dallas, TX 75240

John Abbott (CRD# 4722177) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX and has over 14 years of experience in the finance industry.

27
Richard J. Abbott
CRD#: 2105079
Tallahassee, FL 32312

Richard Abbott (CRD# 2105079) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tallahassee, FL and has over 25 years of experience in the finance industry.

28
William C. Abbott
CRD#: 6394717
Raleigh, NC 27609

William Abbott (CRD# 6394717) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Raleigh, NC and has over 2 years of experience in the finance industry.

29
Christian E. Abboud
CRD#: 4132890
Florham Park, NJ 07932

Christian Abboud (CRD# 4132890) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Florham Park, NJ and has over 11 years of experience in the finance industry.

30
Sami Abboud
CRD#: 4659582
Dallas, TX 75201

Sami Abboud (CRD# 4659582) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX and has over 15 years of experience in the finance industry.

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