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).

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 141 - 150 of 24,084 top financial advisors.
141
Cynthia Y. Agran
CRD#: 4147660
One Bryant Park, New York, NY 10036

Cynthia Agran (CRD# 4147660) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 16 years of experience in the finance industry.

142
Namrata Agrawal
CRD#: 6658455
560 S Winchester Blvd, San Jose, CA 95128

Namrata Agrawal (CRD# 6658455) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 7 years of experience in the finance industry.

143
Vera Aguila-Roehr
CRD#: 5065047
355 Alhambra Cr, Coral Gables, FL 33134

Vera Aguila-Roehr (CRD# 5065047) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Coral Gables, FL and has over 15 years of experience in the finance industry.

144
Maria D. Aguilar
CRD#: 4083484
701 B St, San Diego, CA 92101

Maria Aguilar (CRD# 4083484) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Diego, CA and has over 23 years of experience in the finance industry.

145
Carlos Aguilera
CRD#: 6112827
1803 Broadway St, San Antonio, TX 78215

Carlos Aguilera (CRD# 6112827) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 11 years of experience in the finance industry.

146
Johanna Aguilera
CRD#: 1280088
530 South Ave W, Westfield, NJ 07090

Johanna Aguilera (CRD# 1280088) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westfield, NJ and has over 39 years of experience in the finance industry.

147
Alfredo Aguirre
CRD#: 3013554
600 N Pine Island Rd, Plantation, FL 33324

Alfredo Aguirre (CRD# 3013554) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Plantation, FL and has over 26 years of experience in the finance industry.

148
Christian A. Aguirre
CRD#: 4837731
600 Hyde Park, Doylestown, PA 18902

Christian Aguirre (CRD# 4837731) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Doylestown, PA and has over 19 years of experience in the finance industry.

149
Eric Aguirre
CRD#: 5206376
6002 El Tordo, Rancho Santa Fe, CA 92067

Eric Aguirre (CRD# 5206376) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 11 years of experience in the finance industry.

150
Ariel T. Agustin
CRD#: 4510977
555 Capitol Mall, Sacramento, CA 95814

Ariel Agustin (CRD# 4510977) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sacramento, CA and has over 21 years of experience in the finance industry.

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