Zachary Rick Martin
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Zachary Rick Martin? Claim your profile
Contact this firm
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.Apr 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2025 to now
- W&s Brokerage ServicesFeb 2022 to Mar 2025
- Western and Southern LifeJan 2022 to Mar 2025
- Nevada Power Products IncJun 2021 to Jan 2022
- SentureJan 2021 to Apr 2021
- University of the CumberlandsAug 2019 to Mar 2022
- Control Installation SpecialistsJun 2019 to Aug 2019
- University of the CumberlandsAug 2018 to Jun 2019
- Control Installation SpecialistsMay 2018 to Aug 2018
- Icon Burger AcquisitionAug 2017 to Jun 2018
- Smashburger IncAug 2017 to May 2018
- Servpro IncMay 2017 to Aug 2017
- Smashburger IncOct 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7511502
- Firm CRD
- 7691