Briana Lynn Hanson

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

• 06/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 07/2018 → 06/2019
  Synchrony Capital Gp
  Boston, MA
• 09/2017 → 05/2018
  Boston University
  Boston, MA
• 06/2017 → 10/2017
  Boston Medical Center
  Boston, MA
• 08/2013 → 05/2017
  Boston University
  Boston, MA
• 05/2018 → 07/2018
  Unemployed
  Boston, MA

Other Businesses

I*134360 For profit or not for profit: Non-Profit Organization Name of outside business organization: Seaport Sanctuary, LLC Investment related: N Address of business: Attleboro, Massachusetts 2703 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 11/9/2020 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Seaport Sanctuary LLC is a family business entity being established by my father. This LLC is the purchaser and management company of my condominium unit. I will have no active management in this LLC.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-24

Other Names

• Briana Hanson