Tom Richard Hansen

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1990 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 09/2009 → Present
  Bank Of America, Na
  Houston, TX

Other Businesses

I*4434267, Entity Type: , Name of OBA: MR A F H, Address: Navarre, Florida, 32566, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/16/2026, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-12-11

Other Names

• Thomas Richard Hansen
• Tom Hansen