Thomas Haessig
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
3 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Thomas Haessig? Claim your profile
Contact this firm
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
11 years in the industry.
- Bank of America, N.A.Jul 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to now
- DoordashApr 2021 to now
- J.M. SearchJun 2021 to Aug 2021
- US Census BureauJul 2020 to Oct 2020
- ShiptMay 2020 to Sep 2020
- Mountain Lakes DpwJun 2019 to Sep 2019
- Tufts UniversitySep 2018 to Jul 2022
- The Lawrenceville SchoolSep 2015 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, 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
- 7593713
- Firm CRD
- 7691