UBS Financial Services
46yrs
Top advisor by experience in Brea
2yrs
Hannah Etherson
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
Based in Brea, California, Hannah Etherson is a fiduciary financial advisor with 2 years of industry experience. Hannah joined Merrill Lynch, Pierce, Fenner & Smith in 2025, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 279 advisors with offices in Brea, and one of 261 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office145 S State College Blvd, Brea, CA 92821
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 ?1 state
Services through Merrill Lynch, Pierce, Fenner & Smith
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – now
Questions to ask Hannah
Tailored to Hannah’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Hannah
How do I contact Hannah?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Hannah Etherson. Hannah works from the Brea, CA office.
How long has Hannah been a financial advisor?
Hannah has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Hannah hold?
Series 66. Tap any license on this page to see what it allows.
Is Hannah a fiduciary?
Hannah is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Hannah paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Hannah 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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