Shannon Cullinane

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

• 02/2019 → 09/2021
  John Hancock
  Boston, MA
• 10/2020 → 09/2021
  John Hancock Investment Management Distributors Llc
  Boston, MA
• 05/2016 → 09/2017
  Pembroke Country Club
  Pembroke, MA
• 09/2017 → 01/2019
  Canoe Club Ballroom
  West Bridgewater, MA
• 08/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 10/2021 → 08/2023
  Bny Mellon Wealth Management
  Boston, MA
• 07/2012 → 02/2019
  Gendron's Dream Force
  Easton, MA
• 09/2023 → Present
  Bank Of America, N.A.
  Boston, MA

Previous Registrations

• 2021-04-06 → 2021-10-27
  John Hancock Investment Management Llc
  Boston, MA
  Boston, MA

Other Businesses

I*3070270, Entity Type: Entity Charitable, Name of OBA: Expect Miracles Foundation, Address: Boston, Massachusetts, 02111, Investment Related: N, Position, Title, Association: Other, Employee State Date: 10/24/2025, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties: Volunteer, Cancer Research I*3071266, Entity Type: Entity Charitable, Name of OBA: Beacon Hill Women Forum, Address: Boston, Massachusetts, 02108, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 10/24/2025, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties: Event Planning, Women's social club /networking group

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-08-04
• S66 Uniform Combined State Law Examination
  2021-04-05

Other Names

• Shannon Q Cullinane
• Shannon Quinn Cullinane