Lindsay Denardo Hans

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

• 09/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Short Hills, NJ

Previous Registrations

• 2009-01-21 → 2014-06-13
  Ubs Financial Services Inc.
  Los Angeles, CA
  Brea, CA
  Beverly Hills, CA
  Weehawken, NJ
  Weehawken, NJ
  Weehawken, NJ
  Weehawken, NJ

Other Businesses

I*1136334For profit or not for profit: Name of outside business organization: D and L R Investment related: NAddress of business: Fairfield, California, 94534Nature of business: Position, title, association: Administrator, Start date of relationship: 1/9/2023Number of hours devoted: 1 hour(s) YearlyNumber of hours devoted during trading hours: 1Duties: , I*2599261, Entity Type: Entity Charitable, Name of OBA: Liberty Science Center , Address: Jersey City, New Jersey, 07305, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 06/26/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Financial exception (personal or raised donations), involvement and advocacy, and Leadership development as well. Inspire the next generation of scientists and engineers and excite learners of all ages about the power, promise and pure fun of science and technology.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-20
• S63 Uniform Securities Agent State Law Examination
  2001-12-05

Other Names

• Lindsay Lewis Denardo
• Lindsay Denardo
• Lindsay Hans