Hanlet Jhoel Soriano

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

• 01/2023 → 11/2023
  Fidelity Investments
  Smithfield, RI
• 10/2020 → 01/2023
  Bob'S Discount Furniture
  Warwick, RI
• 11/2019 → 08/2020
  Sprint By Experts Choice
  Johnston, RI
• 05/2019 → 10/2020
  Pranzi Catering
  Providence, RI
• 07/2019 → 08/2019
  Skills For Rhode Islands Future; Prepare Ri Internship
  Providence, RI
• 10/2018 → 09/2019
  Burger King
  Johnston, RI
• 09/2016 → 06/2017
  Johnston Senior High School
  Johnston, RI
• 09/2017 → 06/2020
  Cranston West High School
  Cranston, RI
• 09/2017 → 06/2020
  Cranston Career And Technical School
  Cranston, RI
• 11/2023 → 06/2026
  Citizens Securities, Inc.
  Johnston, RI
• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenville, RI
• 01/2026 → 04/2026
  Total Wireless Authorized Retailer - Ready Wireless Group
  Attleboro , MA
• 07/2023 → 02/2024
  Chipotle
  Johnston , RI
• 07/2026 → Present
  Bank Of America, N.A.
  Greenville, RI

Previous Registrations

• 2023-11-07 → 2026-06-09
  Citizens Securities, Inc.
  Johnston, RI
  West Palm Beach, FL
  Hudson, MA
• 2023-07-14 → 2023-11-08
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2023-06-30

Other Names

• Hanlet Jhoel Soriano
• Hanlet Soriano
• Hanlet J Soriano