Merrill Lynch Review


Trust Score 26%
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Last updated: July 21st, 2019. Data source: SEC filings.

Merrill Lynch, federally registered in 1978, is a Registered Investment Advisor (RIA) in 47 state(s) with a licensed staff of 25,576 advisors. Merrill Lynch manages $797.3 billion and provides investment advisory services for 1,317,540 clients (1:52 advisor/client ratio). This firm or an advisory affiliate has a disciplinary history (see below).

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Firm Information


Feature Value
Minimum Investment $0
Average Client Balance $605,131
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $797.3 billion
Advisor / Client Ratio 1:52
Headquarters One Bryant Park New York, NY 10036
SEC Filings Forms and Brochures    (CRD # 7691)
State(s) Registered AL, AK, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, PA, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY


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