Edward Christian Hackmeier

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

• 12/2012 → 04/2017
  Charles Schwab & Co., Inc
  Walnut Creek, CA
• 03/2019 → 05/2019
  Jpmorgan Securities Llc
  Chicago, IL
• 05/2017 → 12/2018
  Unemployed
  Concord, CA
• 12/2018 → 03/2019
  Unemployed
  Chicago, IL
• 09/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 06/2019 → 09/2021
  Whitetop Management Ltd
  London

Exams

• S66 Uniform Combined State Law Examination
  2024-08-01
• S63 Uniform Securities Agent State Law Examination
  2013-06-07

Other Names

• Edward C Hackmeier