Merrill Lynch, Pierce, Fenner & Smith
New
New to the profession
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY
About the firm
A registered investment advisory firm based in New York, New York, with about 3,910 offices. It manages about $1.78 trillion for roughly 1,791,731 individual clients. Services include investment management for individuals and small businesses, investment management for businesses and institutions, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees; Commissions on some products
Typical client size ?$860,085
Assets under management ?$1.78 trillion
Individual clients1,791,731
Median years of experience13
Founded11/1
Services
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Advisors at Merrill Lynch, Pierce, Fenner & Smith
25,559Advisors
13Median years of experience
52States with offices
3910Offices
Merrill Lynch, Pierce, Fenner & Smith
20yrs
More experience than 64% of advisors at Merrill Lynch, Pierce, Fenner & Smith
Merrill Lynch, Pierce, Fenner & Smith
15yrs
More experience than 55% of advisors at Merrill Lynch, Pierce, Fenner & Smith
Merrill Lynch, Pierce, Fenner & Smith
3yrs
3 years in the industry
Merrill Lynch, Pierce, Fenner & Smith
26yrs
Top 25% for experience in San Francisco
Merrill Lynch, Pierce, Fenner & Smith
39yrs
Top 4% for experience in Riverside
Merrill Lynch, Pierce, Fenner & Smith
30yrs
Top 14% for experience in Texas
Merrill Lynch, Pierce, Fenner & Smith
10yrs
10 years in the industry
Merrill Lynch, Pierce, Fenner & Smith
23yrs
More experience than 70% of advisors at Merrill Lynch, Pierce, Fenner & Smith
Merrill Lynch, Pierce, Fenner & Smith
27yrs
Top 20% for experience at Merrill Lynch, Pierce, Fenner & Smith
Merrill Lynch, Pierce, Fenner & Smith
15yrs
More experience than 55% of advisors at Merrill Lynch, Pierce, Fenner & Smith
Merrill Lynch, Pierce, Fenner & Smith
22yrs
More experience than 68% of advisors at Merrill Lynch, Pierce, Fenner & Smith
Merrill Lynch, Pierce, Fenner & Smith
2yrs
2 years in the industry
Merrill Lynch, Pierce, Fenner & Smith
13yrs
13 years in the industry
Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top advisor for experience in Red Bank
Merrill Lynch, Pierce, Fenner & Smith
24yrs
More experience than 71% of advisors at Merrill Lynch, Pierce, Fenner & Smith
Merrill Lynch, Pierce, Fenner & Smith
28yrs
Top 18% for experience in Ohio
Merrill Lynch, Pierce, Fenner & Smith
4yrs
4 years in the industry
Merrill Lynch, Pierce, Fenner & Smith
16yrs
More experience than 60% of advisors in New York
Merrill Lynch, Pierce, Fenner & Smith
42yrs
Top 2% for experience nationwide
Merrill Lynch, Pierce, Fenner & Smith
11yrs
11 years in the industry
Merrill Lynch, Pierce, Fenner & Smith
18yrs
More experience than 60% of advisors at Merrill Lynch, Pierce, Fenner & Smith
Merrill Lynch, Pierce, Fenner & Smith
23yrs
More experience than 71% of advisors in Texas
Merrill Lynch, Pierce, Fenner & Smith
18yrs
More experience than 59% of advisors at Merrill Lynch, Pierce, Fenner & Smith
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Also known as
Merrill Lynch Pierce Fenner & Smith · Merrill Lynch Pierce Fenner & Smith Inc.
About Merrill Lynch, Pierce, Fenner & Smith
How do I contact Merrill Lynch, Pierce, Fenner & Smith?
Call the main office at 800-637-7455. The main office is at One Bryant Park, New York, NY 10036.
How is Merrill Lynch, Pierce, Fenner & Smith paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask for your total yearly cost in dollars.
What services does Merrill Lynch, Pierce, Fenner & Smith offer?
Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers, Educational seminars and workshops, Other services.
How many advisors work at Merrill Lynch, Pierce, Fenner & Smith?
We list 25,559 advisors currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.