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Financial ADVSR advisor directory · SEC adviser records

Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Oklahoma

Every SEC-registered investment adviser representative at a Merrill Lynch, Pierce, Fenner & Smith Incorporated office in Oklahoma, by city and A to Z.

The short answer

89 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oklahoma, out of 22,881 nationwide; it's the firm's number 31 state by advisors, and the most are in Tulsa (54). 1 list the CFP designation and 89 are also registered broker representatives.

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors by city in Oklahoma

Every firm in Oklahoma →

Tulsa 54Oklahoma City 32Broken Arrow 1Edmond 1Norman 1

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in Oklahoma, A to Z

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Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in every state →Merrill Lynch, Pierce, Fenner & Smith Incorporated: assets, clients and custodians →Merrill news and advisor moves →Advisor Moves: who changed firms this week →

Merrill Lynch, Pierce, Fenner & Smith Incorporated in other states

New York 3,452California 2,652Florida 2,497New Jersey 1,702Texas 1,642Illinois 896North Carolina 787Massachusetts 755Arizona 700Pennsylvania 698Georgia 595Maryland 568Connecticut 545Michigan 536Ohio 460Virginia 414Washington 388Rhode Island 347South Carolina 264Missouri 235Tennessee 234Colorado 216Minnesota 209Indiana 186Nevada 181District of Columbia 177Louisiana 142Alabama 135Oregon 122Utah 120Kentucky 86Wisconsin 84New Mexico 80Arkansas 78New Hampshire 71Delaware 67Kansas 62Hawaii 52Iowa 45Nebraska 42Montana 37Mississippi 33Idaho 29Maine 28West Virginia 27South Dakota 17Vermont 17Alaska 16North Dakota 12

Questions

How many Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors are in Oklahoma?

89 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 22,881 at the firm nationwide. 1 list the CFP designation and 89 are also registered as broker representatives.

Where in Oklahoma does Merrill Lynch, Pierce, Fenner & Smith Incorporated have the most advisors?

Tulsa, with 54, then Oklahoma City (32). Merrill Lynch, Pierce, Fenner & Smith Incorporated has advisors in 5 cities in Oklahoma.

How do I check a Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor in Oklahoma?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Merrill Lynch, Pierce, Fenner & Smith Incorporated office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.