Truett Jameson Hankerson

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

• 04/2014 → 10/2024
  Manhattan Skyline Management Corp
  New York, NY
• 09/2024 → 04/2025
  Equitable Advisors, Llc.
  New York, NY
• 12/2023 → 03/2025
  M & N Home Care
  New York, NY
• 04/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2025 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2024-09-30 → 2025-05-07
  Equitable Advisors, Llc
  New York, NY

Other Businesses

I*: 2427298 Entity Type: For Profit Name: Public Partnerships Home Care LLC. Address: Latham, NY 12110 Position: Home health aide. Employee Hours devoted: 25 hours per week Hours devoted during trading hours: 0 Duties: I am paid to care for my mother as she needs a home attendant. She is disabled physically. I*: 2813316 Entity Type: Fiduciary role Name of OBA: The C.Trust Address: New York, NY 10019 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 10/01/2025 Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: Co-Trustee for Self, Siblings

Exams

• S66 Uniform Combined State Law Examination
  2024-07-29