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 $1,084,543,561,669 in 2,605,171 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLION
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 1 - 10 of 26,165 top financial advisors.
1
Scott A. Biedrycki
CRD#: 862387
13510 Ballantyne Corp Pl, Charlotte, NC 28277

Scott began his financial services career in 1975. He holds the Certified Portfolio Manager designation (CPM® is a registered service mark of the Academy of Certified Portfolio Managers); is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.; and holds the Chartered Financial Consultant® (ChFC®) professional designation.

His service in the U.S. Army included tours in Vietnam and Thailand. He was assigned to military intelligence, receiving a Top Secret Cryptographic security clearance.

Scott received a diploma in Risk Management from the American College in Bryn Mawr, Pennsylvania, completed graduate course work at the University of Chicago Booth School of Business in Investment Management and Analysis, and completed the Certified Portfolio Manager, CPM® curriculum through Columbia University.

He oversees portfolio management for the Biedrycki Sullivan Vaughan group.

2
Scott A'hearn
CRD#: 5202152
510 E 96th St, Indianapolis, IN 46240

Scott A'hearn (CRD# 5202152) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indianapolis, IN and has over 14 years of experience in the finance industry.

3
Mostafa Aamer
CRD#: 4125056
1 Washington St, Rocky Hill, NJ 08553

Mostafa Aamer (CRD# 4125056) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rocky Hill, NJ and has over 10 years of experience in the finance industry.

4
Mohammed Aater
CRD#: 3250900
23347 Mulholland Dr, Woodland Hills, CA 91364

Mohammed Aater (CRD# 3250900) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Woodland Hills, CA and has over 20 years of experience in the finance industry.

5
Raul A. Aballi
CRD#: 1622075
3550 Vine St, Riverside, CA 92507

Raul Aballi (CRD# 1622075) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverside, CA and has over 34 years of experience in the finance industry.

6
Joni M. Abalos
CRD#: 2700256
2800 Post Oak Blvd, Houston, TX 77056

Joni Abalos (CRD# 2700256) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 24 years of experience in the finance industry.

7
Jemuel M. Abarientos
CRD#: 4876819
2498 W Florida Ave, Hemet, CA 92545

Jemuel Abarientos (CRD# 4876819) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hemet, CA and has over 5 years of experience in the finance industry.

8
Ashley F. Abate
CRD#: 6506817
3455 Peachtree Rd Ne, Atlanta, GA 30326

Ashley Abate (CRD# 6506817) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 5 years of experience in the finance industry.

9
Constante R. Abaya
CRD#: 2485305
9560 Wilshire Blvd, Beverly Hills, CA 90212

Constante Abaya (CRD# 2485305) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly Hills, CA and has over 11 years of experience in the finance industry.

10
Ali Abbas
CRD#: 5870573
6360 Lantana Rd, Lake Worth, FL 33463

Ali Abbas (CRD# 5870573) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Worth, FL and has over 10 years of experience in the finance industry.

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