Hannah Ko

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-08-12
NY	RA	APPROVED	2021-04-19
CT	RA	APPROVED	2020-07-13

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	03/2020	Present
Extended Travel	Pupukea	HI	02/2020	03/2020
Columbia University	New York	NY	08/2019	02/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	06/2019	08/2019
Columbia University	New York	NY	08/2018	06/2019
New York Life Insurance Company	New York	NY	06/2018	08/2018
Columbia University	New York	NY	09/2016	06/2018
Extended Travel	Paramus	NJ	06/2016	09/2016

03/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
02/2020 → 03/2020

Extended Travel

Pupukea, HI
08/2019 → 02/2020

Columbia University

New York, NY
06/2019 → 08/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
08/2018 → 06/2019

Columbia University

New York, NY
06/2018 → 08/2018

New York Life Insurance Company

New York, NY
09/2016 → 06/2018

Columbia University

New York, NY
06/2016 → 09/2016

Extended Travel

Paramus, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-07-11