Greg Hassett

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

• 02/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith, Inc.
  Alexandria, VA
• 06/2011 → Present
  Bank Of America Na
  Alexandria, VA

Previous Registrations

• 2008-01-01 → 2011-02-28
  Wells Fargo Clearing Services, Llc
  Alexandria, VA
• 2005-10-24 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Alexandria, VA
  St. Louis, MO
  Alexandria, VA

Exams

• S66 Uniform Combined State Law Examination
  2005-10-21

Other Names

• Gregory Stephen Hassett