Sean Michael Hehn

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-04-14
NY	RA	APPROVED	2023-03-15

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	09/2022	Present
North Shore High School	Glen Head	NY	08/2014	06/2018
Sea Cliff Beach	Sea Cliff	NY	07/2017	08/2017
Pennsylvania State University	State College	PA	08/2018	05/2022
Sea Cliff Beach	Sea Cliff	NY	07/2019	08/2019
Sea Cliff Beach	Sea Cliff	NY	06/2020	07/2020
David J Hehn Cpa	Sea Cliff	NY	05/2021	08/2021
David J Hehn Cpa	Sea Cliff	NY	05/2022	07/2022
Unemployed	Sea Cliff	NY	06/2018	08/2018
Travel Abroad	Florence		07/2022	08/2022
Unemployed	Sea Cliff	NY	08/2022	09/2022
Bank Of America, N.A.	New York	NY	04/2026	Present

09/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
08/2014 → 06/2018

North Shore High School

Glen Head, NY
07/2017 → 08/2017

Sea Cliff Beach

Sea Cliff, NY
08/2018 → 05/2022

Pennsylvania State University

State College, PA
07/2019 → 08/2019

Sea Cliff Beach

Sea Cliff, NY
06/2020 → 07/2020

Sea Cliff Beach

Sea Cliff, NY
05/2021 → 08/2021

David J Hehn Cpa

Sea Cliff, NY
05/2022 → 07/2022

David J Hehn Cpa

Sea Cliff, NY
06/2018 → 08/2018

Unemployed

Sea Cliff, NY
07/2022 → 08/2022

Travel Abroad

Florence
08/2022 → 09/2022

Unemployed

Sea Cliff, NY
04/2026 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-03-13

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