John P Hogan
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, N.A.Jul 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2023 to now
- Wells Fargo Clearing Services LLCFeb 2022 to Jun 2023
- US Tech Solutions IncFeb 2022 to Feb 2022
- Private TutoringOct 2019 to Feb 2022
- Resilience (parent Company - Cydcor)Jan 2019 to Aug 2019
- Country Club Bar and GrillOct 2017 to Oct 2019
- Premiere Pitching Performance - StlMay 2017 to Mar 2018
- Og Hospitality GroupMay 2015 to Feb 2022
- Louisiana State UniversityAug 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7514911
- Firm CRD
- 7691