Hannah Rebecca Sodicoff
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2025 to now
- Middle East Media Research InstituteJun 2024 to Aug 2025
- Mentally UnitedJun 2024 to Aug 2024
- Urban OutfittersJun 2022 to Jun 2024
- University of DelawareAug 2021 to May 2025
- Spring-ford Area High SchoolAug 2018 to Jun 2021
- Spring Ford Area 9th Grade CenterAug 2017 to Jun 2018
- Spring-ford Area 8th Grade CenterAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8194131
- Firm CRD
- 7691