MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC file number 801-14235
· NEW YORK, NY
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1271.59B
Discretionary AUM
$343.94B
Employees
34934
Clients
16965
Firm
- Address
- ONE BRYANT PARK
NEW YORK, NY 10036 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- 2025 Fort Merrill Drilling Program, L.P. Low name-match confidence · CIK 2070137 · KY
- 2026 Fort Merrill South Drilling Program, L.P. Low name-match confidence · CIK 2157577 · KY
- DealPoint Merrill Self-Storage Growth & Income Fund, LP Low name-match confidence · CIK 2076315 · CA
- Merrillville Portfolio LLC Low name-match confidence · CIK 2120565 · WA
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2026 Fort Merrill South Drilling Program, L.P. · D · Sep 29, 2026$1.2M
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Merrillville Portfolio LLC · D · Mar 26, 2026$2.3M
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DealPoint Merrill Self-Storage Growth & Income Fund, LP · D · Jul 24, 2025$75M
-
2025 Fort Merrill Drilling Program, L.P. · D · May 30, 2025$600K