Hugh Christopher Keenan

$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	2025-11-03
NY	RA	APPROVED	2025-09-29

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	07/2025	Present
Adelphi University	Garden City	NY	08/2019	05/2025
Bank Of America Merrill	Garden City	NY	06/2024	08/2024
Checkmate Lacrosse Co Inc.	Garden City	NY	06/2023	06/2024
Village Of Garden City Office Of Treasurer	Garden City	NY	06/2022	08/2022
The University Of Tampa	Tampa	FL	08/2021	12/2022
Garden City High School	Garden City	NY	09/2018	06/2021
Garden City Middle School	Garden City	NY	09/2014	06/2017
Kellenberg Memorial High School	Uniondale	NY	08/2017	06/2018

07/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
08/2019 → 05/2025

Adelphi University

Garden City, NY
06/2024 → 08/2024

Bank Of America Merrill

Garden City, NY
06/2023 → 06/2024

Checkmate Lacrosse Co Inc.

Garden City, NY
06/2022 → 08/2022

Village Of Garden City Office Of Treasurer

Garden City, NY
08/2021 → 12/2022

The University Of Tampa

Tampa, FL
09/2018 → 06/2021

Garden City High School

Garden City, NY
09/2014 → 06/2017

Garden City Middle School

Garden City, NY
08/2017 → 06/2018

Kellenberg Memorial High School

Uniondale, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-29