Disclosure RIAs

Disclosure: MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Bertram

Merrill Lynch Settles Customer Complaint for $6,548.

By Cassandra Troy · Finleet RIA Intelligence

2026-03-21

Merrill Lynch Settles Customer Complaint for $6,548.04. MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED has settled a customer complaint involving an allegation of theft from a Bank of America checking account. The dispute, filed on February 23, 2026, was resolved with the firm paying $6,548.04 to the client.

The incident occurred in New York City and involved funds allegedly stolen on January 12, 2026.

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