SEC Form ADV · CIK 728612

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Registered Investment AdviserNY
$1781.6B
Assets Under Management
16,844
Total Clients
32,960
Employees
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Registration Details

CIK
728612
Accession
crd-7691
Location
NEW YORK, NY
Filing Date
June 29, 2026
AUM
$1781.6B
Total Clients
16,844
Institutional Clients
24,427
Employees
32,960
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsInsurance CompaniesCorporationsOther

About this Adviser

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED is a registered investment adviser headquartered in NEW YORK, NY, managing approximately $1781.6B in assets across 16,844 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.