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September 04, 2015 9:17 PM ET

Capital Markets

Company Overview of Merrill Lynch, Pierce, Fenner & Smith Incorporated

Company Overview

Merrill Lynch, Pierce, Fenner & Smith Incorporated offers security brokerage and dealership services. Additionally, it provides investment advisory services. BofA Merrill Lynch, Pierce, Fenner & Smith Incorporated was formerly known as Merrill Lynch Pierce Fenner & Smith, Inc. The firm is based in New York, New York. As of January 1, 2015, Merrill Lynch, Pierce, Fenner & Smith Incorporated operates as a subsidiary of BAC North America Holding Company.

One Bryant Park

New York, NY 10036

United States



Key Executives for Merrill Lynch, Pierce, Fenner & Smith Incorporated

Head of Asia-Pacific (APAC) region
Managing Director of Mid-America Market
Senior Vice President
Assistant Vice President of Global Wealth Management
Director of Wealth Management - Minnesota and North Dakota
Compensation as of Fiscal Year 2015.

Merrill Lynch, Pierce, Fenner & Smith Incorporated Key Developments

Government to Sell Share in Green Investment Bank

The Government is getting ready to sell off shares in UK Green Investment Bank PLC (GIB). Advisers from Merrill Lynch, Pierce, Fenner & Smith Incorporated have been coordinating with Whitehall officials to sell a stake in GIB. The government is not expected to sell its entire stake, but it is expected to be largely privatized. The sale is likely to be undertaken privately, rather than through a stock market listing.

Fannie Mae Seeks To Sell 3,200 Delinquent Loans

Joy Cianci, Senior Vice President for credit portfolio management of Federal National Mortgage Association (OTCBB:FNMA) said, "Fannie Mae plans to sell off 3,200 delinquent loans with an unpaid balance of $786 million, the first such sale for the government-sponsored enterprise." Merrill Lynch, Pierce, Fenner & Smith Incorporated, Credit Suisse Group AG (SWX:CSGN), and The Williams Capital Group, L.P. are acting as advisers for the sale.

Merrill Lynch Wealth Management Announces Management Promotions

Merrill Lynch Wealth Management announced the promotions of Perry Downing, senior vice president; Brandon LaCroix, vice president; and David Lloyd and Rich Pettit, assistant vice president.

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