For the Inventor, By the Inventor

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New York, NY, United States of America

Merrill, Lynch, Pierce, Fenner & Smith

USPTO Granted Patents = 14

Trademarks = 5

Forward Citations = 5,871

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27 inventors (with patents filed for the assignee):

Thomas E Musmanno (5 out of 8 patents)

Deborah Howard (2 out of 2 patents)

Karen Berkley (2 out of 2 patents)

4. Donald R Trojan (2 out of 2 patents)

5. Susan E Warner (2 out of 3 patents)

6. John M Cristofich (2 out of 3 patents)

7. Kelly Ur (1 out of 5 patents)

8. Edmund Martinez (1 out of 1 patent)

9. Janine S Kenna (1 out of 2 patents)

10. Patrick B Butler (1 out of 2 patents)

11. Anthony C Pizi (1 out of 2 patents)

12. Paul Kanevsky (1 out of 2 patents)

13. Eric Radcliffe (1 out of 1 patent)

14. Garry Person (1 out of 1 patent)

15. Ilze Marovskis (1 out of 1 patent)

14 patents: Sort by Forward Citations

1. 7174313 - Portfolio rebalancing system (2007-02-06),

2. 6269346 - Stock option control and exercise system (2001-07-31),

3. 6173270 - Stock option control and exercise system (2001-01-09),

4. 6108641 - Integrated nested account financial system with medical savings (2000-08-22),

5. 6044371 - Method for modifying computer system and system resulting therefrom (2000-03-28),

6. 5978779 - Distributed architecture utility (1999-11-02),

7. 5950175 - System for managing real estate SWAP accounts (1999-09-07),

8. 5878258 - Seamless application interface manager (1999-03-02),

9. 5297032 - Securities trading workstation (1994-03-22),

10. 4774663 - Securities brokerage-cash management system with short term investment (1988-09-27),

11. 4674044 - Automated securities trading system (1987-06-16),

12. 4597046 - Securities brokerage-cash management system obviating float costs by (1986-06-24),

13. 4376978 - Securities brokerage-cash management system (1983-03-15),

14. 4346442 - Securities brokerage-cash management system (1982-08-24),

Merrill Lynch, Pierce, Fenner & Smith is a leading wealth management firm providing financial services for individuals, businesses, and institutions. With a rich history dating back to 1914, the company offers a wide range of investment options, financial planning services, and brokerage services to help clients achieve their financial goals. Merrill Lynch is known for its commitment to excellence and personalized service, making them a trusted partner for clients seeking to grow and protect their wealth.

This text is generated by artificial intelligence and may not be accurate.

Company Badge

USPTO Data Jan 1 1976 - Dec 16 2025

14 Patents

#469 in New York, NY

#1,200 in New York

#21,607 in US

#40,905 in the World

New York, NY, United States of America

Merrill, Lynch, Pierce, Fenner & Smith

Forward Citations = 5,871

27 inventors:

Thomas E Musmanno (5 out of 8 patents)

Deborah Howard (2 out of 2 patents)

Karen Berkley (2 out of 2 patents)

4. Donald R Trojan (2 out of 2 patents)

5. Susan E Warner (2 out of 3 patents)

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