Melanie T Hagemann
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to now
- Brighton CollectiblesMay 2022 to Jul 2022
- Brighton CollectiblesNov 2021 to Jan 2022
- Brighton CollectiblesNov 2020 to Mar 2021
- Attic SaltSep 2020 to May 2022
- J. CrewAug 2020 to Oct 2020
- MadewellAug 2020 to Oct 2020
- UnemployedMar 2020 to Aug 2020
- FacinationsFeb 2020 to May 2020
- FascinationsFeb 2020 to Mar 2020
- Lush CosmeticsNov 2019 to Jan 2020
- Brighton CollectiblesJul 2019 to Mar 2020
- Wells FargoJun 2019 to Nov 2019
- Francesca'sMay 2019 to Jul 2019
- NobiliteaJan 2019 to Apr 2019
- Sam Levitz Furniture Co IncSep 2018 to Nov 2018
- WalmartFeb 2018 to Jan 2019
- Pima Community CollegeAug 2017 to May 2022
- McdonaldsJan 2017 to Feb 2018
- Walden Grove High SchoolJan 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7604514
- Firm CRD
- 7691