Hannah Mary Cutter
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 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
14 years in the industry.
- Bank of America, NAFeb 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2022 to now
- Strategic Performance InstituteOct 2021 to Jan 2022
- American Marketing Association - CsufMay 2021 to Jan 2022
- BigsDec 2019 to Dec 2020
- Tortilla Jo's (delaware North Company)Mar 2019 to Jul 2019
- Ulta BeautyJul 2018 to May 2019
- PieologyMar 2018 to May 2018
- California State University, FullertonAug 2017 to Jan 2022
- Dollar GeneralFeb 2017 to Aug 2017
- Johnson Junior High School / Pierce High SchoolJun 2012 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7512992
- Firm CRD
- 7691