Colin Noonan

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

• 01/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Medfield, MA
• 11/2021 → 01/2022
  P1 Logistics, Llc
  Littleton, MA
• 04/2021 → 11/2021
  Venture Home Solar, Llc
  Hudson, MA
• 01/2021 → 04/2021
  Santander Bank
  Newton, MA
• 11/2020 → 01/2021
  Unemployed
  Hopkinton, MA
• 09/2020 → 11/2020
  City Of Concord
  Concord, NH
• 05/2020 → 09/2020
  Unemployed
  Hopkinton, NH
• 09/2016 → 05/2020
  Wheaton College
  Norton, MA
• 05/2018 → 08/2018
  City Of Concord
  Concord, NH
• 05/2019 → 01/2020
  Enterprise Bank
  Derry, NH
• 05/2017 → 08/2017
  City Of Concord
  Concord, NH
• 10/2019 → 11/2019
  Target Corporation
  Easton, MA
• 02/2021 → 02/2021
  Mass General Brigham
  Boston, MA
• 09/2024 → Present
  Bank Of America, N.A.
  Medfield, MA

Exams

• S66 Uniform Combined State Law Examination
  2023-12-11

Other Names

• Colin Hugh Noonan
• Colin H. Noonan