Hadassah Mashal Mooney

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

• 02/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 03/2020 → 02/2023
  Harps Food Stores Inc.
  Russellville, AR
• 08/2019 → 05/2023
  Arkansas Tech University
  Russellville, AR
• 02/2020 → 09/2024
  Doordash
  Russellville, AR
• 02/2018 → 03/2020
  Sonic Drive-In Inc.
  Morrilton, AR
• 08/2017 → 02/2018
  Morrilton High School
  Morrilton, AR
• 09/2014 → 08/2017
  Home-School
  Hiddenite, NC
• 02/2026 → Present
  Bank Of America, N.A.
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-12-17

Other Names

• Hadassah Mooney