Donald J Hannan

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

• 06/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 05/2015 → Present
  Bank Of America, N.A.
  Boston, MA

Other Businesses

I*118639 For profit or not for profit: Non-Profit Organization Name of outside business organization: Harvard Medical school Investment related: N Address of business: Boston, Massachusetts 02115 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 10/1/2015 Number of hours devoted: 8 hour(s) Quarterly Number of hours devoted during trading hours: 4 Duties: Advise and Support The Harvard Medical Schools Council on Global Health

Exams

• S66 Uniform Combined State Law Examination
  2015-04-09

Other Names

• Donald Jeremiah Hannan