Suzy X Zeng
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
2 statesRegistered 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.Dec 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to now
- Global ChamberSep 2023 to Oct 2024
- Net LawFeb 2023 to Oct 2024
- Legacy ShieldDec 2021 to Oct 2024
- Z-choice International LLCDec 2021 to Oct 2024
- Cherry36 LLCDec 2021 to Nov 2023
- Colorado Business WomenMar 2019 to Dec 2021
- Net LawFeb 2019 to Dec 2022
- Global Chamber DenverJan 2019 to Sep 2023
- Foodafit LLCJan 2019 to Mar 2023
- Transamerica Financial Advisors, IncSep 2018 to Oct 2024
- Beenest LccAug 2018 to Oct 2024
- World Financial Group, Ia.Jul 2018 to Oct 2024
- Holistic Health and WealthJul 2018 to Aug 2018
- Rocky Mountain Chinese American AssociationMay 2018 to Dec 2022
- University of DenverJan 2018 to Mar 2023
- Food Innovation Design LLCDec 2017 to Mar 2023
- UnemployedAug 2017 to Nov 2017
- Whitewave Foods CompanyJan 2014 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 7016903
- Firm CRD
- 7691