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Financial ADVSR advisor directory · SEC adviser records

Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Summit, NJ

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

The short answer

36 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, out of 22,881 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 36 are also registered broker representatives.

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in Summit, 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 Summit

All Summit advisors →

Tlg Advisors, Inc. 131J.P. Morgan Securities LLC 124Simplicity Wealth 108Seabridge Investment Advisors LLC 5Ameriprise Financial Services, LLC 4Circle Wealth Management, LLC 4Gulfstream Cm, LLC 4Beacon Pointe Advisors, LLC 3LPL Financial LLC 3Wells Fargo Clearing Services, LLC 3

Questions

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

36 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Summit, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 22,881 nationwide. 1 list the CFP designation and 36 are also registered as broker representatives.

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

Merrill Lynch, Pierce, Fenner & Smith Incorporated ranks number 4 in Summit by registered advisors; Tlg Advisors, Inc. has the most, with 131.

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

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.