AdvisorCensus / Financial advisors / New York / New York, NY / Merrill Lynch, Pierce, Fenner & Smith Incorporated
Financial advisors in New York, NY using Merrill Lynch, Pierce, Fenner & Smith Incorporated
19 SEC-registered investment advisory firms headquartered in the New York, NY metro area name Merrill Lynch, Pierce, Fenner & Smith Incorporated as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Adalta Capital Management LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Blackstone Tactical Opportunities Advisors L.L.C. | New York | SEC-registered investment adviser | Over $5 billion |
| Cavalcade Capital LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Donald Smith & Co., Inc. | New York | SEC-registered investment adviser | Over $5 billion |
| Franklin Templeton Private Portfolio Group, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Gold Coast Wealth Management, LLC | Jericho | SEC-registered investment adviser | $100 million to $500 million |
| LDR Capital Management, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Lord, Abbett & Co. LLC | Jersey City | SEC-registered investment adviser | Over $5 billion |
| Managed Account Advisors LLC | Jersey City | SEC-registered investment adviser | Over $5 billion |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | SEC-registered investment adviser | Over $5 billion |
| New Legacy Group, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| New York Life Investment Management LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Parkview US LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Pgim Custom Harvest LLC | Newark | SEC-registered investment adviser | Over $5 billion |
| RSW Investments | Summit | SEC-registered investment adviser | $1 billion to $5 billion |
| Spring Mountain Capital, LP | New York | SEC-registered investment adviser | $100 million to $500 million |
| Standard Investments LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Tilden Park Capital Management LP | New York | SEC-registered investment adviser | Over $5 billion |
| Trian Fund Management, L.P. | New York | SEC-registered investment adviser | Over $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Merrill Lynch, Pierce, Fenner & Smith Incorporated nationwide
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AdvisorCensus. Financial advisors in New York, NY using Merrill Lynch, Pierce, Fenner & Smith Incorporated. https://advisorcensus.com/advisors/ny/new-york/custodians/merrill-lynch-pierce-fenner-smith-incorporated https://advisorcensus.com/advisors/ny/new-york/custodians/merrill-lynch-pierce-fenner-smith-incorporated