Donald A Hahn
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
21 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Bank of America, N.A.Aug 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to now
- Northwestern Mutual Wealth Management CompanyOct 2023 to Jul 2024
- Northwestern Mutual Investment Services LLCJan 2023 to Jul 2024
- Northwestern Mutual Life Insurance CompanyJan 2023 to Jul 2024
- UnemployedOct 2022 to Dec 2022
- Commongood CapitalAug 2022 to Oct 2022
- Hahn Consulting GroupJan 2022 to Jul 2022
- U.S. BankJul 2005 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4740585
- Firm CRD
- 7691