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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 801-14235
ONE BRYANT PARK, NEW YORK, NY, 10036, United States
Phone
800-637-7455
Fax
980-233-7021
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.78T
Discretionary AUM
$441.30B
Team
32960 total employees; 25721 advisory reps; 16844 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-05-29
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsPERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1269968 | $313.53B |
| High net worth individuals | 521763 | $1.23T |
| Pension/profit sharing plans | 17422 | $58.95B |
| Charitable organizations | 6759 | $43.03B |
| Insurance companies | 246 | $5.95B |
| Corporations/business entities | 22807 | $131.16B |
States served
VT, AL, AK, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTP://Promo.bankofamerica.com
- HTTP://Promotions.bankofamerica.com
- https://www.merrilledge.com/small-business/401k
- HTTP://Utility.bankofamerica.com
- HTTPS://WWW.LINKEDIN.COM/COMPANY/BANK-OF-AMERICA-BUSINESS/
- HTTP://WWW.BOFAML.COM/
- HTTP://HEALTHACCOUNTS.BANKOFAMERICA.COM
- HTTPS://GO.ML.COM/EMPLOYEECOMMUNICATIONSCENTER
- HTTP://WWW.MYMERRILL.COM
- HTTP://CAMPUS.BANKOFAMERICA.COM/
- HTTPS://WWW.PRIVATEBANK.BANKOFAMERICA.COM/
- HTTP://TWITTER.COM/MERRILLLYNCH
- https://bettermoneyhabits.bankofamerica.com/en/retirement
- http://Facebook.com/mlwm
- http://Instagram.com/Merrill
- HTTPS://WWW.YOUTUBE.COM/BOFAML
- HTTPS://WWW.BENEFITS.ML.COM/LOGIN/LOGIN
- HTTP://WWW.PBIG.ML.COM
- HTTP://BUSINESS.BOFA.COM
- HTTP://Institute.bankofamerica.com
- http://careers.bankofamerica.com
- http://business.bankofamerica.com
- HTTPS://WWW.MERRILL.COM
- HTTP://YOUTUBE.COM/MERRILLLYNCH
- HTTPS://WWW.MERRILLEDGE.COM
- HTTPS://WWW.ECONTRIBS.ML.COM/AUTOMATEDCONTRIBUTION/LOGIN/LOGIN.ASPX
- HTTP://WWW.ELEMENTSETN.COM
- HTTP://TWITTER.COM/BOFA_BUSINESS
- HTTPS://WWW.LINKEDIN.COM/COMPANY/BANK-OF-AMERICA-MERRILL-LYNCH
- HTTP://WWW.ML.COM
- HTTP://WWW.YOUTUBE.COM/BANKOFAMERICAPRIVATEBANK
- HTTP://TWITTER.COM/BOFAPRIVATEBANK
- HTTP://About.bankofamerica.com
- HTTP://Homeloanhelp.bankofamerica.com
- HTTP://WWW.MERRILLEDGE.COM/GUIDED-INVESTING
- HTTP://MERRILLHOMELOANS.COM
- http://Facebook.com/BofAPrivateBank
- HTTP://WWW.INTERNATIONAL.ML.COM
- HTTPS://WWW.BOFAML.COM/GIC/GLOBAL-INSTITUTIONAL-CONSULTING.HTML
- HTTP://TWITTER.COM/MERRILLEDGE
- HTTPS://WWW.LINKEDIN.COM/COMPANY/BANK-OF-AMERICA-PRIVATE-BANK/
- https://business.bofa.com/workplacebenefits
- http://Instagram.com/BofAPrivateBank
Official SEC filing: View on IAPD