Sierra Hibbs
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
7 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
7 years in the industry.
- Bank of America, N.A.Nov 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to now
- Citigroup Global MarketsJan 2022 to Sep 2022
- Fidelity InvestmentsJan 2021 to Dec 2021
- South Windsor Public SchoolsSep 2020 to Jan 2021
- South Windsor Public SchoolsApr 2020 to Aug 2020
- South Windsor Public SchoolsFeb 2020 to Mar 2020
- UnemployedDec 2019 to Feb 2020
- American Stock Transfer & TrustJun 2018 to Aug 2018
- Bci Financial CorporationJun 2017 to Aug 2017
- Topstone Golf CourseMay 2016 to Aug 2017
- James Madison UniversityAug 2015 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7333420
- Firm CRD
- 7691