Sydney M Hays
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to now
- Accenture Federal ServicesJul 2021 to Oct 2023
- Pvh CorpJun 2021 to Aug 2021
- General Dynamics Information TechnologyJul 2019 to Jul 2021
- UnemployedMay 2019 to Jul 2019
- Vmi LibraryJul 2018 to May 2019
- American Red CrossMay 2018 to Aug 2018
- Vmi Alumni AssociationJan 2018 to May 2019
- UnemployedAug 2017 to Dec 2017
- Botetourt County Circuit CourtMay 2017 to Aug 2017
- UnemployedAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
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
- 7656164
- Firm CRD
- 7691