Shawn William Hanna

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

• 04/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2016 → Present
  Bank Of America,N.A.
  New York, NY

Previous Registrations

• 2014-11-18 → 2015-10-09
  Gwn Securities Inc.
  Palm Beach Gardens, FL
  Iselin, NJ
• 2003-11-04 → 2007-10-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
• 2002-03-25 → 2003-11-14
  Equitable Advisors, Llc
  New York, NY

Other Businesses

I*92834 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: THE COLLEGE MEN'S CLUB OF WESTFIELD INVESTMENT RELATED: N ADDRESS OF BUSINESS: PO BOX 841, WESTFIELD, NEW JERSEY 7091 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: OFFICER, START DATE OF RELATIONSHIP: 6/1/2010 NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THE COLLEGE MEN'S CLUB OF WESTFIELD IS AN ALL VOLUNTEER ORGANIZATION THAT WAS FOUNDED IN 1922 TO PROVIDE SCHOLARSHIPS TO PROMISING AND DESERVING MEN THAT ARE MATRICULATING TO A 4 YEAR UNIVERSITY FROM WESTFIELD NJ.

Exams

• S66 Uniform Combined State Law Examination
  2001-08-31

Other Names

• Shawn Hanna
• Shawn William Lowell Hanna