Melissa Hennessey

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

• 11/2017 → 03/2020
  Santander Bank, Na
  Boston, MA
• 01/2018 → 03/2020
  Santander Securities, Llc
  Dorchester, MA
• 01/2016 → 01/2017
  Bank Of America
  Quincy, MA
• 08/2015 → 09/2016
  Starbucks
  Hingham, MA
• 02/2017 → Present
  Weymouth Club
  Weymouth, MA
• 05/2017 → 07/2017
  Target
  Hanover, MA
• 04/2020 → 08/2021
  Ameriprise Financial Services Inc
  Boston, MA
• 09/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Quincy, MA
• 09/2021 → Present
  Bank Of America, N.A.
  Quincy, MA

Previous Registrations

• 2020-07-14 → 2021-08-31
  Ameriprise Financial Services, Llc
  Boston, MA

Other Businesses

I*1937290, Entity Type, Entity for Profit, Name of OBA: JMH Creations, Address: Sandown, NH, 03873, Investment Related: No, Position, Title, Association: Owner, Employee Start Date: 08/17/2024, No Hours: 5hrs/Weekly, No Hours during trading: 0, Duties: creating baked goods and crafts in my spare time. I*1948259, Entity Type, Name of OBA:P.A.C.E Plaistow Area Commerce Exchange Address: Plaistow, NH 03865 Investment Related:No Position, Title, Association: Board Member Employee Start Date: 8/5/24 No Hours: 5 hrs monthly No Hours during trading: Duties: sit on Board to grow networking group, brainstorming on fundraising for community involvement and donation I*4941268, Entity Type: , Name of OBA: Rising Rose Foundation , Address: Hampstead , New Hampshire, 03841, Investment Related: N, Position, Title, Association:membership committee and the events committee , Employee Start Date: 07/23/2026, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: I will be on the membership committee and the events committee, I will be a member and not in a leadership position. I will help to grow the foundations members and i will help to foster a community of/with foundation members (roses) with networking referrals and friendship. and plan events that will help raise money to provide what the chosen family needs. Provide help to families in need by raising funds through events and sponsorships

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-14
• S63 Uniform Securities Agent State Law Examination
  2019-07-23

Other Names

• Melissa Hennessey
• Melissa Korovich
• Melissa Dawn Hennessey