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Zachary Noble

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
1 stateRegistered 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.

  1. Bank of America, N.A.May 2022 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to now
  3. UnemployedDec 2021 to Apr 2022
  4. Dolli's DinerJun 2020 to Feb 2021
  5. Marleta Chadwick Student Financial AdvisorsAug 2019 to Dec 2021
  6. UnemployedMar 2019 to May 2019
  7. Camp OlympiaJul 2018 to Aug 2019
  8. Cricket WirelessMar 2018 to Mar 2019
  9. UnemployedAug 2017 to Mar 2018
  10. Abercrombie & FitchMay 2017 to Aug 2017
  11. UnemployedJan 2017 to May 2017
  12. Stephen F. Austin State UniversityAug 2016 to Dec 2021
  13. Newk's EateryJan 2016 to Jan 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (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
7543714
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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