Zachary T Rucki
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America N.A.Nov 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to now
- EastconnJan 2021 to Jul 2021
- UnemployedDec 2019 to Nov 2020
- Chishold Chisholm and Kilpatrick/city PersonnelJul 2019 to Nov 2019
- Quiet Corner DemocratsJan 2019 to Dec 2019
- Willington CampaignsApr 2018 to Nov 2018
- Killingly Public SchoolsFeb 2018 to Apr 2019
- Killingly Central SchoolFeb 2018 to Apr 2018
- Probate CourtAug 2017 to Dec 2017
- LowesMar 2017 to Jul 2017
- Mohegan SunDec 2016 to Feb 2017
- 99 RestaurantsAug 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (CT, 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
- 7419501
- Firm CRD
- 7691