Zachary Dean Unger
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 yearsExperience
3 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
13 years in the industry.
- Bank of America, N.A.Feb 2020 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to now
- Pacific Premier BankJul 2018 to Jan 2020
- Extended TravelJun 2018 to Jul 2018
- Cal Poly CorporationMar 2017 to Apr 2018
- City of San Luis ObispoJan 2017 to Mar 2017
- California Polytechnic University San Luis ObispoSep 2013 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, UT).
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
- 7221044
- Firm CRD
- 7691