Steven
Hansen
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Steven Hansen is a financial advisor based in Palo Alto, California who has 26 years of industry experience. Hansen is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Hansen holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business that has its headquarters in New York, NY. The company has offices in 3,372 locations and a total of 36,687 advisors. It handles $1 trillion in assets among its 2,864,234 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% are held by high-net-worth investors who have at least $1 million in investable assets. The firm has a diverse set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management depend on which services the firm provides the client. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc can consist of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,093,689,238,206
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
36,687
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2,864,234
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$381,844
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Steven Hansen Work History
Steven has been registered as a financial advisor for 26 years.*
Bank Of America,N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Hansen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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