Charles HahnCRD Number: 1157472
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Charles Hahn (CRD# 1157472) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsville, NY and has over 32 years of experience in the finance industry.
Level Financial Advisors, Inc.
Park Avenue Securities LLC
Linwood Investment Advisors Inc.
|Bank Of America, Na||Williamsville, NY||Sep 2009 - Current||7|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Niagara Falls, NY||Mar 1985 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1984|
|S65||NASAA Investment Advisors Law Examination||Nov 1995|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV