Key facts
- MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED is a other based in NEW YORK, NY.
- MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED reports $28.5B in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 7691- Regulatory AUM
- $28.5B
- Private fund assets
- —
- Private funds
- —
- Staff
- 32960
- Registered office
- NEW YORK, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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No portfolio companies for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED's AUM?
- MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED manages approximately $28.5B in assets.