Sonia M Hasemeyer

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2013-01-11
NJ	RA	APPROVED	2007-10-29

TX RA
APPROVED_RES

Since 2013-01-11
NJ RA
APPROVED

Since 2007-10-29

Branch Locations

1100-1800 American Blvd, Pennington, NJ 08534 • United States

One Bryant Park, New York, NY 10036 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	11/2002	Present

11/2002 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ

Other Businesses

I*: 2618261 Entity Type: Charitable Name of OBA: Eastern Pennsylvania Soccer Association Referee Committee Address: Plymouth Meeting, PA 19462 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 08/09/2025 Number of Hours: 8 hrs mthly Number of Hours during trading: 0 Duties: Provide training, certification and organization support for youth soccer referees within Eastern Pennsylvania. Part-time youth soccer referee

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-11-14

S66 Uniform Combined State Law Examination

2003-11-14

Other Names

Maria Montero
Maria Sonia Montero

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