Hannah Maureen Daily
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2025 to now
- Fidelity InvestmentsJan 2024 to Sep 2025
- AmazonMay 2022 to Aug 2022
- Denton Antique GalleryFeb 2022 to Jan 2024
- Spectrum Financial GroupJun 2021 to Aug 2021
- WalgreensDec 2020 to May 2021
- University of North TexasAug 2019 to Dec 2022
- Buffalo Valley Event CenterApr 2018 to Jul 2019
- McdonaldsJan 2018 to Apr 2018
- McdonaldsFeb 2017 to Jul 2017
- Krum High SchoolJan 2014 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
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
- 7401691
- Firm CRD
- 7691