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 $1,271,593,679,276 in 2,911,578 accounts and serve the financial needs of clients across 49 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLION
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
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 71 - 80 of 24,217 top financial advisors.
71
Jose L. Acosta
CRD#: 5903526
2049 Century Park E, Los Angeles, CA 90067

Jose Acosta (CRD# 5903526) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA and has over 11 years of experience in the finance industry.

72
Jose R. Acosta
CRD#: 2845657
4020 Sw 67th Ave, Miami, FL 33155

Jose Acosta (CRD# 2845657) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miami, FL and has over 26 years of experience in the finance industry.

73
Juan D. Acosta
CRD#: 6823867
1114 Ave Of The Americas, New York, NY 10036

Juan Acosta (CRD# 6823867) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 6 years of experience in the finance industry.

74
Kelley W. Acosta
CRD#: 3078361
6000 Fairview Rd, Charlotte, NC 28210

Kelley Acosta (CRD# 3078361) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 25 years of experience in the finance industry.

75
Joseph F. Acquazzino
CRD#: 1039303
900 South Ave, Staten Island, NY 10314

Joseph Acquazzino (CRD# 1039303) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Staten Island, NY and has over 35 years of experience in the finance industry.

76
Janette C. Acton
CRD#: 2649533
2021 Spring Rd, Oak Brook, IL 60523

Janette Acton (CRD# 2649533) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oak Brook, IL and has over 28 years of experience in the finance industry.

77
Jeffrey B. Acuff
CRD#: 2716981
8890 Lyra Dr, Columbus, OH 43240

Jeffrey Acuff (CRD# 2716981) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbus, OH and has over 27 years of experience in the finance industry.

78
Bernard G. Adair
CRD#: 1535429
900 S Us Hwy 1, Jupiter, FL 33477

Bernard Adair (CRD# 1535429) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jupiter, FL and has over 37 years of experience in the finance industry.

79
Christopher J. Adair
CRD#: 6562089
4800-4804 Deer Lake Dr, Me-merrill Edge Relationship Management, Jacksonville, FL 32246

Christopher Adair (CRD# 6562089) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 7 years of experience in the finance industry.

80
Kevin Adam
CRD#: 6504539
4705 S Apopka Vineland Rd, Orlando, FL 32819

Kevin Adam (CRD# 6504539) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orlando, FL and has over 6 years of experience in the finance industry.

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