Hannah Lee

$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:

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-06-04
NC	RA	APPROVED	2026-01-08
NY	RA	APPROVED	2025-12-16
TX	RA	APPROVED	2023-11-29

Branch Locations

3075A Hansen Way, Palo Alto, CA 94304 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smithincorporated	Charlotte	NC	09/2019	Present
Wells Fargo & Co.	San Francisco	CA	02/2005	09/2019

09/2019 → Present

Merrill Lynch, Pierce, Fenner & Smithincorporated

Charlotte, NC
02/2005 → 09/2019

Wells Fargo & Co.

San Francisco, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-04-04