Merrill Lynch, Pierce, Fenner & Smith Incorporated Financials and Filings
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Part of: Bac North America Holding Company
Merrill Lynch, Pierce, Fenner & Smith Incorporated is a company that controls other entities based in New York. It is not a bank holding company and files no FR Y-9 report. It controls 6 active subsidiaries, none of them a bank that files its own call report.
Filing Details fiscal year and SEC registration
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Organization Map select + to expand a subsidiary's own holdings
Holding company Reporting bank Nonbank subsidiary
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedHolding Company NY RSSD 2038119
- FDS Financial Data Services LimitedNonbank Subsidiary RSSD 3880566
- Managed Account Advisors LLCNonbank Subsidiary NJ RSSD 3916157
- Merrill Lynch Life Agency Inc. (Montana)Nonbank Subsidiary NJ RSSD 3914667
- Merrill Lynch Life Agency Inc. (Puerto Rico)Nonbank Subsidiary NJ RSSD 3914724
- Merrill Lynch Life Agency Inc. (Virgin Islands)Nonbank Subsidiary NJ RSSD 3914676
- Merrill Lynch Life Agency Inc. (Washington)Nonbank Subsidiary NJ RSSD 3914612
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Direct Subsidiaries 6 active direct subsidiaries
| Entity | Type | State | Total Assets | Share of bank subsidiary assets |
|---|---|---|---|---|
| FDS Financial Data Services Limited · 3880566 | Nonbank Subsidiary | — | — | — |
| Managed Account Advisors LLC · 3916157 | Nonbank Subsidiary | NJ | — | — |
| Merrill Lynch Life Agency Inc. (Montana) · 3914667 | Nonbank Subsidiary | NJ | — | — |
| Merrill Lynch Life Agency Inc. (Puerto Rico) · 3914724 | Nonbank Subsidiary | NJ | — | — |
| Merrill Lynch Life Agency Inc. (Virgin Islands) · 3914676 | Nonbank Subsidiary | NJ | — | — |
| Merrill Lynch Life Agency Inc. (Washington) · 3914612 | Nonbank Subsidiary | NJ | — | — |
Regulator records: FFIEC NIC profile (RSSD 2038119)