SEC Form ADV · CIK 728612

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Registered Investment AdviserNY
$1781.6B
Assets Under Management
3,253,265
Total Clients
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Registration Details

CIK
728612
Accession
CRD-7691
Location
NEW YORK, NY
Filing Date
May 29, 2026
AUM
$1781.6B
Total Clients
3,253,265
Amendment
No

Client Types

$10 billion - $50 billion

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 3,253,265 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.