Hannah Anh Le

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-06-06

Branch Locations

325 North Old Woodward Ave Suite 200, Birmingham, MI 48009 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	07/2021	05/2025
Institute For Social Research	Ann Arbor	MI	05/2019	06/2021
University Of Michigan	Ann Arbor	MI	09/2018	04/2019
Bank Of America	Boston	MA	06/2020	08/2020
University Of Michigan	Ann Arboro	MI	09/2017	04/2021
Grand Blanc High School	Grand Blanc	MI	09/2013	06/2017
Extended Travel	Tokyo		06/2018	08/2018
College Years In Athens	Athens		05/2019	06/2019
University Of Michigan	Ann Arbor	MI	05/2019	09/2019
Ubs Financial Services, Inc	Troy	MI	05/2025	Present

07/2021 → 05/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
05/2019 → 06/2021

Institute For Social Research

Ann Arbor, MI
09/2018 → 04/2019

University Of Michigan

Ann Arbor, MI
06/2020 → 08/2020

Bank Of America

Boston, MA
09/2017 → 04/2021

University Of Michigan

Ann Arboro, MI
09/2013 → 06/2017

Grand Blanc High School

Grand Blanc, MI
06/2018 → 08/2018

Extended Travel

Tokyo
05/2019 → 06/2019

College Years In Athens

Athens
05/2019 → 09/2019

University Of Michigan

Ann Arbor, MI
05/2025 → Present

Ubs Financial Services, Inc

Troy, MI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-02

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