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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Forest Hills, NY

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

The short answer

17 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Forest Hills, out of 22,881 at the firm nationwide; it ranks number 1 in the city by advisors. 0 list the CFP designation and 17 are also registered broker representatives.

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

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

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 Forest Hills

All Forest Hills advisors →

Charles Schwab & Co., Inc. 5J.P. Morgan Securities LLC 5Citigroup Global Markets Inc. 3LPL Financial LLC 3

Questions

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

17 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Forest Hills, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 22,881 nationwide. 0 list the CFP designation and 17 are also registered as broker representatives.

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

Merrill Lynch, Pierce, Fenner & Smith Incorporated ranks number 1 in Forest Hills by registered advisors, ahead of Charles Schwab & Co., Inc. (5).

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

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.