Shannon J Hill

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

• 01/2000 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cedar Hill, TX

Other Businesses

I*2154258, Entity Type: Entity For Profit, Name of OBA: Rolling Hill Solutions LLC, Address: Dallas, Texas, 75231, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date: 04/01/2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: Consulting and Operating a Box Truck Transportation Company. LLC will contract with suppliers such as Amazon, Wayfair, Lowes and Home Depot for non-CDL required loads to transport goods inter and cross multiple states. Associate is noted as a manager member of the LLC but no day to day activities for the trucking company. Trucking company will be run and operated by spouse; listed as a member of the LLC due to spousal relationship.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-11
• S63 Uniform Securities Agent State Law Examination
  1999-08-11

Other Names

• Shannon Michella Jackson