Hadi Hachem is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Bayshore, NY, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

Bayshore, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2021 - Present · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2021 - Present · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
October 2014 - December 2014 · 2 mos
Citigroup Global Markets INC.Broker
October 2014 - December 2014 · 2 mos
J.P. Morgan Securities LLC
October 2012 - August 2013 · 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - August 2013 · 10 mos
Chase Investment Services CORP.Broker
June 2010 - October 2012 · 2 yrs 4 mos
Chase Investment Services CORP.
June 2010 - October 2012 · 2 yrs 4 mos
Hsbc Securities (USA) INC.
October 2009 - March 2010 · 5 mos
Hsbc Securities (USA) INC.Broker
September 2009 - March 2010 · 6 mos
Banc of America Investment Services, INC.Broker
March 2005 - April 2009 · 4 yrs 1 mo
Citicorp Investment Services
November 2004 - February 2005 · 3 mos
Citicorp Investment ServicesBroker
December 2002 - February 2005 · 2 yrs 2 mos
Capital Brokerage CorporationBroker
October 2001 - March 2002 · 5 mos
Pruco Securities CorporationBroker
June 1999 - September 2001 · 2 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.