Hannah Grace Weaver

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

• 06/2021 → 12/2022
  Equitable Advisors, Llc
  New York, NY
• 11/2020 → 06/2021
  J. Spencer
  Tulsa, OK
• 05/2020 → 06/2021
  Shipt
  Norman, OK
• 05/2020 → 08/2020
  Resolute Pr
  Tulsa, OK
• 08/2019 → 05/2020
  University Of Oklahoma - Athletic Department
  Norman, OK
• 01/2019 → 05/2019
  University Of Oklahoma - University Collections
  Norman, OK
• 05/2018 → 08/2018
  Reco Construction
  Tulsa, OK
• 12/2015 → 01/2019
  Rustic Cuff
  Tulsa, OK
• 08/2017 → 05/2021
  University Of Oklahoma
  Norman, OK
• 08/2014 → 05/2017
  Bixby High School
  Bixby, TX
• 01/2023 → 10/2024
  Morgan Stanley
  West Austin, TX
• 10/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX

Previous Registrations

• 2023-03-13 → 2024-10-24
  Morgan Stanley
  San Antonio, TX
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-03-13
• S63 Uniform Securities Agent State Law Examination
  2021-09-28

Other Names

• Hannah Wertz
• Hannah Grace Wertz