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 $797,284,337,467 in 2,472,247 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    797,284
    MILLION
  • Total Number of Accounts
    2,472,247
    ACCOUNTS
  • Average Account Value
    $322,494
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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 61 - 70 of 26,696 top financial advisors.
61
Bassem M. Abou-Zeid
CRD#: 4898817
Stillwater, MN 55082

Bassem Abou-Zeid (CRD# 4898817) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stillwater, MN and has over 15 years of experience in the finance industry.

62
Dana Aboud
CRD#: 5395196
Walnut Creek, CA 94596

Dana Aboud (CRD# 5395196) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 12 years of experience in the finance industry.

63
Frances M. Aboushousha
CRD#: 6508468
Pittsburgh, PA 15222

Frances Aboushousha (CRD# 6508468) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsburgh, PA and has 1 year of experience in the finance industry.

64
Brian T. Abraham
CRD#: 3039582
Peoria, IL 61602

Brian Abraham (CRD# 3039582) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Peoria, IL and has over 16 years of experience in the finance industry.

65
Natalie Abraham
CRD#: 6754825
Las Vegas, NV 89145

Natalie Abraham (CRD# 6754825) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Las Vegas, NV and has 1 year of experience in the finance industry.

66
Phil Abraham
CRD#: 7043324
Bellevue, WA 98004

Phil Abraham (CRD# 7043324) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellevue, WA and has 1 year of experience in the finance industry.

67
Brandi L. Abrahams
CRD#: 6296432
Boca Raton, FL 33486

Brandi Abrahams (CRD# 6296432) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boca Raton, FL and has over 3 years of experience in the finance industry.

68
Amy K. Abrahamson
CRD#: 2866380
Portland, ME 04101

Amy Abrahamson (CRD# 2866380) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portland, ME and has over 18 years of experience in the finance industry.

69
Alen Abrahimian
CRD#: 6164184
Santa Monica, CA 90403

Alen Abrahimian (CRD# 6164184) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 6 years of experience in the finance industry.

70
Sohail Abrahimzadeh
CRD#: 6942346
Washington, DC 20005

Sohail Abrahimzadeh (CRD# 6942346) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has 1 year of experience in the finance industry.

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