MERRILL LYNCH PIERCE FENNER & SMITH INC
- Addresses
- 1500 AMERICAN BLVD, PENNINGTON, NJ 085344129
1500 AMERICAN BOULEVARD, PENNINGTON, NJ 08534
1500 AMERICAN BOULEVARD NJ2-150-01-, PENNINGTON, NJ 085344129
2049 CENTURY PARK E 11/12 FL, CENTURY CITY, CA 90067
250 Vesey Street, New York, NY 10281
800 CAPITOL STREET SUITE 2060, HOUSTON, TX 77002
One Bryant Park, New York, NY 10036 - Service
- INVESTMENT SERVICES
- Total reported
- $4,213,760
- Website
- Find website (990s don't list vendor websites; this searches DuckDuckGo)
Who paid them
| Year | Organization | Service | Location | Paid | Filing |
|---|---|---|---|---|---|
| 2025 | THE PER AND ASTRID HEIDENREICH FAMILY FOUNDATION | ADVISORY & MANAGEMENT | PENNINGTON, NJ | $71,990 | view original ↗ |
| 2025 | GISMONDI FAMILY FOUNDATION | INVESTMENT ADVISORY FEES | PENNINGTON, NJ | $68,502 | view original ↗ |
| 2025 | BLACKBERRY CREEK FOUNDATION | FINANCIAL ADVISOR | PENNINGTON, NJ | $50,184 | view original ↗ |
| 2024 | WINN FAMILY FOUNDATION INC | INVESTMENT MANAGEMENT | PENNINGTON, NJ | $141,479 | view original ↗ |
| 2024 | RUDERMAN FAMILY FOUNDATION | INVESTMENT ADVISORY | PENNINGTON, NJ | $113,351 | view original ↗ |
| 2024 | CAMILLE BECKMAN FOUNDATION INC | INVESTMENT SERVICES | PENNINGTON, NJ | $86,846 | view original ↗ |
| 2024 | OLDHAM LITTLE CHURCH FOUNDATION | Investment management | New York, NY | $82,311 | view original ↗ |
| 2024 | KELLY FOUNDATION INC | INVESTMENT MANAGEMENT | PENNINGTON, NJ | $69,381 | view original ↗ |
| 2024 | THE PER AND ASTRID HEIDENREICH FAMILY FOUNDATION | ADVISORY & MANAGEMENT | PENNINGTON, NJ | $58,677 | view original ↗ |
| 2024 | JOHN F NAGEL FOUNDATION INC | INVESTMENT & MGMT SERVICES | PENNINGTON, NJ | $46,481 | view original ↗ |
| 2023 | THE CALDWELL FOUNDATION | INVESTMENT CONSULTNG | HOUSTON, TX | $367,448 | view original ↗ |
| 2023 | RUDERMAN FAMILY FOUNDATION | INVESTMENT ADVISORY | PENNINGTON, NJ | $172,578 | view original ↗ |
| 2023 | WINN FAMILY FOUNDATION INC | INVESTMENT MANAGEMENT | PENNINGTON, NJ | $113,765 | view original ↗ |
| 2023 | CAMILLE BECKMAN FOUNDATION INC | INVESTMENT SERVICES | PENNINGTON, NJ | $79,940 | view original ↗ |
| 2023 | JOHN F NAGEL FOUNDATION INC | INVESTMENT & MGMT SERVICES | PENNINGTON, NJ | $73,707 | view original ↗ |
| 2023 | OLDHAM LITTLE CHURCH FOUNDATION | Investment management | New York, NY | $72,885 | view original ↗ |
| 2023 | FOUNDATION FOR ADVENTIST EDUCATION | INVESTMENT FEES | PENNINGTON, NJ | $54,486 | view original ↗ |
| 2023 | THE PER AND ASTRID HEIDENREICH FAMILY FOUNDATION | ADVISORY & MANAGEMENT | PENNINGTON, NJ | $53,688 | view original ↗ |
| 2022 | THE CALDWELL FOUNDATION | INVESTMENT CONSULTNG | HOUSTON, TX | $384,524 | view original ↗ |
| 2022 | WINN FAMILY FOUNDATION INC | INVESTMENT MANAGEMENT | PENNINGTON, NJ | $116,888 | view original ↗ |
| 2022 | RUDERMAN FAMILY FOUNDATION | INVESTMENT ADVISORY | PENNINGTON, NJ | $104,531 | view original ↗ |
| 2022 | JOHN F NAGEL FOUNDATION INC | INVESTMENT & MGMT SERVICES | PENNINGTON, NJ | $77,788 | view original ↗ |
| 2022 | THE PER AND ASTRID HEIDENREICH FAMILY FOUNDATION | ADVISORY & MANAGEMENT | PENNINGTON, NJ | $68,180 | view original ↗ |
| 2021 | THE CALDWELL FOUNDATION | INVESTMENT CONSULTNG | HOUSTON, TX | $418,551 | view original ↗ |
| 2021 | JOHN F NAGEL FOUNDATION INC | INVESTMENT & MGMT SERVICES | PENNINGTON, NJ | $83,733 | view original ↗ |
| 2021 | WINN FAMILY FOUNDATION INC | INVESTMENT MANAGEMENT | PENNINGTON, NJ | $74,496 | view original ↗ |
| 2020 | THE CALDWELL FOUNDATION | INVESTMENT CONSULTNG | HOUSTON, TX | $391,870 | view original ↗ |
| 2019 | DUNAWAY FOUNDATION | INVESTMENT ADVISORY | CENTURY CITY, CA | $238,121 | view original ↗ |
| 2019 | THE CALDWELL FOUNDATION | INVESTMENT CONSULTING | HOUSTON, TX | $227,379 | view original ↗ |
| 2012 | LOUISIANA CHILDRENS MEDICAL CENTER | Financial Services | New York, NY | $250,000 | view original ↗ |
Grouped by normalized name; different firms with identical names appear together. Check the addresses.