Zachary Fischer
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America N.A.Feb 2021 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2021 to now
- Bankers Life Advisory Services, IncOct 2019 to Jan 2021
- Bankers Life SecuritiesMay 2019 to Jan 2021
- Bankers Life and CasualtyMar 2018 to Jan 2021
- Not EmployedAug 2017 to Mar 2018
- CelgeneMar 2017 to Jul 2017
- PharmediumAug 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7112147
- Firm CRD
- 7691