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Hannah Grace Weaver

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
1 stateRegistered 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.

  1. Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to now
  2. Morgan StanleyJan 2023 to Oct 2024
  3. Equitable Advisors, LLCJun 2021 to Dec 2022
  4. J. SpencerNov 2020 to Jun 2021
  5. ShiptMay 2020 to Jun 2021
  6. Resolute PrMay 2020 to Aug 2020
  7. University of Oklahoma - Athletic DepartmentAug 2019 to May 2020
  8. University of Oklahoma - University CollectionsJan 2019 to May 2019
  9. Reco ConstructionMay 2018 to Aug 2018
  10. University of OklahomaAug 2017 to May 2021
  11. Rustic CuffDec 2015 to Jan 2019
  12. Bixby High SchoolAug 2014 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (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
7393424
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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