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 41 - 50 of 26,696 top financial advisors.
41
Andrea D. Abeger
CRD#: 2505282
Encino, CA 91436

Andrea Abeger (CRD# 2505282) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Encino, CA and has over 25 years of experience in the finance industry.

42
Eric J. Abel
CRD#: 6279325
West Conshohocken, PA 19428

Eric Abel (CRD# 6279325) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in West Conshohocken, PA and has over 4 years of experience in the finance industry.

43
Oliver Abel
CRD#: 6865326
Stamford, CT 06905

Oliver Abel (CRD# 6865326) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has 1 year of experience in the finance industry.

44
Sally D. Abell
CRD#: 1234546
Buffalo, NY 14202

Sally Abell (CRD# 1234546) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Buffalo, NY and has over 35 years of experience in the finance industry.

45
Francis L. Abella
CRD#: 2178797
Napa, CA 94559

Francis Abella (CRD# 2178797) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 28 years of experience in the finance industry.

46
Nina L. Abelman
CRD#: 1424055
Bellevue, WA 98004

Nina Abelman (CRD# 1424055) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellevue, WA and has over 34 years of experience in the finance industry.

47
Laura G. Abels
CRD#: 5490658
Mount Kisco, NY 10549

Laura Abels (CRD# 5490658) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mount Kisco, NY and has over 10 years of experience in the finance industry.

48
Judi M. Aber
CRD#: 2700373
Punta Gorda, FL 33950

Judi Aber (CRD# 2700373) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 23 years of experience in the finance industry.

49
Ryan A. Abernathy
CRD#: 4196380
Pennington, NJ 08534

Ryan Abernathy (CRD# 4196380) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ and has over 19 years of experience in the finance industry.

50
Emily W. Abernethy
CRD#: 2199188
Houston, TX 77002

Emily Abernethy (CRD# 2199188) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 27 years of experience in the finance industry.

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