Logan Zandri
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2025 to now
- Holy Spirit ParishJan 2024 to Jan 2025
- Gibran General StoreApr 2023 to Dec 2023
- UnemployedJan 2023 to Mar 2023
- Stepping Stones Children's CenterJun 2021 to Dec 2022
- Harm & Harm Financial ConsultingJun 2021 to Aug 2021
- Tlc for Your GardenJun 2020 to Aug 2020
- University of Vermont Rubenstein School of EnvironmentJan 2020 to May 2021
- Moon Rose CafeMay 2019 to Jul 2019
- University of Vermont Wellness EnvironmentSep 2018 to May 2021
- University of Vermont Grossman School of BusinessAug 2017 to May 2021
- Zandri's Martial ArtsNov 2015 to Jan 2020
- Kennebunk High SchoolSep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7400621
- Firm CRD
- 7691