Taylor A Hanex

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

• 07/1987 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 07/2011 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*32287 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JOHNS HOPKINS UNIVERSITY INVESTMENT RELATED: N ADDRESS OF BUSINESS: BALTIMORE, MARYLAND 21201 NATURE OF BUSINESS: OTHER,UNIVERSITY POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 7/1/2009 NUMBER OF HOURS DEVOTED: 125 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 24 DUTIES: DIRECTOR/BOARD MEMBER EDUCATION AND RESEARCH I*509999 Entity Type: Charitable Name of OBA: John F. Kennedy Center for the Performing Arts Address:Washington D.C., 20566 Investment Related:No + no pay Position, Title, Association:Committee Employee Start Date:7/14/2021 No Hours: 3 Monthly No Hours during trading:0 Duties:Committee Member, National Committee for the Performing Arts, Advise and fund raise for the nation's cultural center, music, dance theater, education across 50 states of the USA. Name of the other businessJames Madison Council, Library of Congress, Washington, DC Whether the business is investment-relatedNO Address of the other business101 Independence Ave SE, Wash DC 20540 Nature of the other businessLibrary of Congress Your positionCouncil Member, fund raiser for Library Title, or relationship with the other businessCouncil Member Start date of your relationshipSept 1, 2024 Approximate number of hours/month you devote to the other business4 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessGive/Get charitable donations to/for the Library-a 501(c)3 ---for their literary and music programs at the discretion of the Librarian of Congress.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-08-04
• S63 Uniform Securities Agent State Law Examination
  1987-09-25

Other Names

• Terrie Hanex
• Taylor Anne Hanex