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Financial ADVSR advisor directory · SEC adviser records

Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Boca Raton, FL

Every SEC-registered investment adviser representative at a Merrill Lynch, Pierce, Fenner & Smith Incorporated office in Boca Raton, A to Z.

The short answer

112 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boca Raton, out of 22,881 at the firm nationwide; it ranks number 2 in the city by advisors. 1 list the CFP designation and 112 are also registered broker representatives.

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

Every Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor →

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

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in other cities

New York, NY 2,514Jacksonville, FL 679Pennington, NJ 556Chicago, IL 475Charlotte, NC 428Houston, TX 379Los Angeles, CA 341Boston, MA 338Chandler, AZ 300Miami, FL 276Atlanta, GA 259Dallas, TX 239San Francisco, CA 218Riverside, RI 198Newport Beach, CA 191

Other firms in Boca Raton

All Boca Raton advisors →

Morgan Stanley 193Wells Fargo Clearing Services, LLC 103Ameriprise Financial Services, LLC 99Raymond James & Associates, Inc. 59Nfsg Corporation 54LPL Financial LLC 48Wells Fargo Advisors Financial Network, LLC 41Equitable Advisors, LLC 39RBC Capital Markets, LLC 35Valic Financial Advisors, Inc. 35J.P. Morgan Securities LLC 34UBS Financial Services Inc. 34

Questions

How many financial advisors does Merrill Lynch, Pierce, Fenner & Smith Incorporated have in Boca Raton?

112 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Boca Raton, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 22,881 nationwide. 1 list the CFP designation and 112 are also registered as broker representatives.

Is Merrill Lynch, Pierce, Fenner & Smith Incorporated one of the largest advisor employers in Boca Raton?

Merrill Lynch, Pierce, Fenner & Smith Incorporated ranks number 2 in Boca Raton by registered advisors; Morgan Stanley has the most, with 193.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.