Morgan C Hayes

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

• 09/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Doylestown, PA
• 09/2012 → 09/2022
  Abington Jefferson Hospital
  Abington, PA
• 08/2016 → 01/2019
  Penn State University World
  University Park, PA
• 11/2022 → Present
  Bank Of America, N.A.
  Doylestown, PA

Other Businesses

I*: 2162288 Entity Type: Charitable Name of OBA: Warrington Warwick Softball Organization Address: Warrington, PA 18976 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 02/04/2025 Number of Hours: 3 hrs mthly Number of Hours during trading: 0 Duties: Warrington Warwick Softball Organization is a non-profit girls softball league providing the opportunity for girls ages 5-17 to play recreational softball. The board meets once a month to discuss the non-profit program and vote on financial matters in relation to registration pricing and field maintenance. My role will be to help maintain and prospect new sponsorships to support our non-profit softball league. These sponsorships help fund equipment, uniforms, and field maintenance. All monies related to sponsorship are paid directly to WWSO.

Exams

• S66 Uniform Combined State Law Examination
  2023-01-10

Other Names

• Morgan Barnish
• Morgan Hayes