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Merrill Edge Guided Investing Program Brochure

Merrill Guided Investing Wrap fee Program Brochure Please retain for your records Merrill Lynch, Pierce, Fenner & Smith Incorporated One Bryant Park New York, NY 10036 (Main) ( Program ) Managed Account Advisors LLC 101 Hudson Street Jersey City, NJ 07302 This Brochure provides information about the qualifications and business practices of Merrill Lynch, Pierce, Fenner & Smith Incorporated ( MLPF&S ) and Managed Account Advisors LLC ( MAA ) relating to Merrill Guided Investing (the Program ), an online investment advisory Program . Information about the Program , including a copy of this Brochure , can be accessed at Additional information about MAA and MLPF&S also is available on the SEC s website at If you have any questions about the contents of this Brochure , please contact us at Please note that the information in this Brochure has not been approved or verified by the United States Securities and Exchange Commission ( SEC ) or by any state securities authority.

Dec 31, 2021 · The investment advisory services described in this Brochure are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other government agency, are not a deposit or other obligation of or guaranteed by MLPF&S ... brokerage account. Under the Program, we are a fiduciary to you each the Program. As a fiduciary, we will act in your ...

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Managed Account Advisors LLC (“ MAA”), in providing you with the various services available now and in the future (“Services”) through the Merrill Guided Investing with Advisor program (the “Program”). Both MLPF&S and. MAA are wholly owned subsidiaries of Bank of America Corporation and are collectively referred to

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