Sean
Hehn
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Sean Hehn is a financial advisor based in New York, New York. Hehn works at Merrill Lynch, Pierce, Fenner & Smith Inc. Hehn has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, North Shore Middle School, North Shore High School, Sea Cliff Beach, Pennsylvania State University, David J Hehn Cpa and Travel Abroad. Hehn has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm headquartered in New York, NY. The firm has offices in 3,372 locations and a total of 36,687 advisors. It administers $1 trillion in assets across its 2,864,234 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% are associated with high-net-worth individuals who have more than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers a number of services, such as 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 advisory services usually vary depending on which services are offered. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely include 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
$1,093,689,238,206
36,687
2,864,234
$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
Sean Hehn Work History
Sean has been registered as a financial advisor for 0 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
David J Hehn Cpa
Travel Abroad
David J Hehn Cpa
Sea Cliff Beach
Sea Cliff Beach
Pennsylvania State University
Sea Cliff Beach
North Shore High School
North Shore Middle School
*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 Sean Hehn 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.
