Sierra Hibbs

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

• 01/2021 → 12/2021
  Fidelity Investments
  Merrimack, NH
• 02/2020 → 03/2020
  South Windsor Public Schools
  South Windsor, CT
• 04/2020 → 08/2020
  South Windsor Public Schools
  South Windsor, CT
• 09/2020 → 01/2021
  South Windsor Public Schools
  South Windsor, CT
• 08/2015 → 12/2019
  James Madison University
  Harrisonburg, VA
• 05/2016 → 08/2017
  Topstone Golf Course
  South Windsor, CT
• 06/2017 → 08/2017
  Bci Financial Corporation
  Cheshire, CT
• 06/2018 → 08/2018
  American Stock Transfer & Trust
  New York City, NY
• 01/2022 → 09/2022
  Citigroup Global Markets
  Jacksonville, FL
• 09/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 12/2019 → 02/2020
  Unemployed
  South Windsor, CT
• 11/2022 → Present
  Bank Of America, N.A.
  Jacksonville, FL

Previous Registrations

• 2022-05-31 → 2022-10-05
  Citigroup Global Markets Inc.
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-05-27
• S63 Uniform Securities Agent State Law Examination
  2021-05-14

Other Names

• Sierra Nicole Hibbs