Zachary A Hopeck
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Bank of America, N.A.Aug 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 to now
- Southworth Development - Creighton FarmsMay 2024 to Jun 2026
- Heritage High SchoolFeb 2023 to Jun 2023
- River Creek ClubNov 2021 to Jun 2022
- Pearson Smith RealtyAug 2021 to Oct 2024
- DoordashAug 2021 to Oct 2021
- Diamond EliteJan 2021 to Mar 2021
- Interos IncSep 2020 to Jun 2021
- Memoryblue IncApr 2019 to Sep 2020
- R & D Baseball AcademyNov 2018 to Apr 2020
- Northwestern MutualJul 2018 to Oct 2018
- KforceJun 2017 to Aug 2017
- Coastal Carolina University Baseball TeamJun 2015 to Sep 2017
- Coastal Carolina UniversityJul 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7005221
- Firm CRD
- 7691