Henry Patrick Hinz

Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated · New York, NY

Last updated 2026-10-10

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Henry Patrick Hinz is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY, CRD 5736027. Licenses and exams on the registration: Series 66. IAPD registration began 2010-07-29.

Registration

CRD number
5736027
Registration status
Active
IAPD registration
2010-07-29
Industry Experience
16 years
Work Experience
15 years
States registered
NJ, NY, TX

Licenses and exams

  • Series 66

Work history

  • 2011-01 to 2017-07 · Morgan Stanley Smith Barney · New York, NY
  • 2017-07 to Present · Merrill Lynch, Pierce, Fenner & Smith Incorporated · New York, NY
  • 2017-07 to Present · Bank of America, N.A. · New York, NY

Current employment

SEC IAPD record for Henry Patrick Hinz

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Regulatory AUM
$1,781,568,171,479
Registered advisors
25,565
Offices
5,327
Clients per advisor
71.9 (Moderate)
Average AUM per client
$968.8K (Low)
High-net-worth client ratio
28.4% (Moderate)

Merrill Lynch, Pierce, Fenner & Smith Incorporated: advisors, services and reported ETF investments

About

Henry Patrick Hinz is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY. Reported securities licenses include Series 66. The latest record indicates 16 years of industry experience and 15 years of reported work history. Reported roles include Bank of America, N.A., Morgan Stanley Smith Barney.

Merrill Lynch, Pierce, Fenner & Smith Incorporated's firm-level Form ADV reports 25,565 advisors across 5,327 offices; approximately 71.9 clients per advisor, average assets per client of $968,779, and regulatory AUM of $1.8T; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers, Educational Seminars or Workshops.

What this firm offers

Filed by Merrill Lynch, Pierce, Fenner & Smith Incorporated on Form ADV.

Client services

  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Real Estate Broker or Dealer

Location

225 Liberty St, New York, NY 10281

270 advisors at this office.

Merrill office in New York, NY

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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