Hannah Starr Stack
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Oct 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to now
- UnemployedJul 2024 to Aug 2024
- Corepower YogaOct 2023 to Apr 2024
- Bloomberg LPJul 2023 to Jul 2024
- UnemployedJan 2023 to Jul 2023
- BloombergJun 2022 to Sep 2022
- Crabcake FactoryJul 2021 to Sep 2021
- RopewalkJun 2020 to Sep 2020
- Merrill Lynch / Bank of AmericaFeb 2020 to Apr 2020
- Three AnchorsJun 2019 to Sep 2019
- University of MarylandAug 2018 to Dec 2022
- RopewalkJun 2018 to Sep 2018
- Notre Dame Preparatory SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7227962
- Firm CRD
- 7691