Hong Ogle

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

• 07/2010 → Present
  Merrill Lynch
  Houston, TX

Previous Registrations

• 2009-06-01 → 2010-08-13
  Morgan Stanley
  Pittsford, NY
  Houston, TX
• 2003-05-29 → 2009-06-01
  Citigroup Global Markets Inc.
  Houston, TX
  Pittsford, NY

Other Businesses

I*129394For profit or not for profit: Non-Profit OrganizationName of outside business organization: Greater Houston PartnershipInvestment related: NoAddress of business: Houston, Texas 77010Nature of business: Charitable Organization,Position, title, association: , Start date of relationship: 1/1/2020Number of hours devoted: 3 hour(s) QuarterlyNumber of hours devoted during trading hours: 3Duties: GHP is the most influncial business organization in Houston. I will represent Bank of America on their board. I was on the board for 5 years and rotated off for one year, now asked to be back on.I*75647FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: CENTRAL HOUSTONINVESTMENT RELATED: NOADDRESS OF BUSINESS: HOUSTON, TEXAS 77002NATURE OF BUSINESS: CORPORATIONPOSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBERSTART DATE OF RELATIONSHIP: 10/28/2014NUMBER OF HOURS DEVOTED: 3 HOURS QUARTERLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2DUTIES: BOARD OF DIRECTORI*: 2250325Entity Type: CharitableName of OBA: Paradigm for ParityAddress: New York, NY 10017Investment Related: NoPosition, Title, Association: Board member Employee Start Date: 4/5/2025Number of Hours: 10 hrs annuallyNumber of Hours during trading: 10 hrs annuallyDuties: Promotes strategies that transform corporate culture to enable women of all races, cultures and backgrounds to have equal shared leadership opportunity.I*2965277, Entity Type: Entity For Profit, Name of OBA: WhyAI Technologies Inc, Address: New York, New York, 10011, Investment Related: N, Position, Title, Association: Other, Employee State Date: 10/14/2025, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: Mentor the founder, give advice and mentorship as needed, Provide AI solutions to streamline day to day work for better productivity and efficiency I*4738288 Entity Type: Entity Charitable Name of OBA: Asia Society Texas Address: Houston, Texas, 77004 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/30/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: Spanning the fields of arts, business, culture, education, and policy, Asia Society Texas' programming is rooted in the educational and cultural development of our community trusting in the power of art, dialogue, and ideas to celebrate the vibrant diversity of Asia and Asian American experiences, inspiring empathy, and fostering a better understanding of our interconnected world. Honorary board

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-03-07
• S63 Uniform Securities Agent State Law Examination
  1994-05-03

Other Names

• Hong Zhang Ogle
• Hong Zhang Ogle
• Hong Zhang