Merrill
47yrs
Top advisor by experience in Oak Brook
31yrs
Hani Atassi
Financial advisor at Merrill
Based in Oak Brook, Illinois, Hani Atassi is a fiduciary financial advisor with 31 years of industry experience. Hani has been with Merrill since 1998. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 540 advisors with offices in Oak Brook, and one of 523 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 14% by experience at Merrill
Office2021 Spring Rd, Oak Brook, IL 60523
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 1998 – nowMerrillCurrent firm
Contact Hani
2021 Spring RdOak Brook, IL 60523Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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Questions to ask Hani
Tailored to Hani’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Hani
How do I contact Hani?
Call Merrill at (800) 637-7455 and ask for Hani Atassi. Hani works from the Oak Brook, IL office.
How long has Hani been a financial advisor?
Hani has been in the industry since 1995, about 31 years. Top 14% by experience at Merrill.
What licenses does Hani hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Hani a fiduciary?
Hani is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Hani paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Hani for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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