Julia Zdun
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
26 yearsExperience
3 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Julia Zdun? 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
26 years in the industry.
- Bank of America, N.A.Aug 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2023 to now
- Lululemon AthleticaAug 2022 to Jun 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2022 to Aug 2022
- Full Time EducationJan 2022 to Jun 2022
- Planet FitnessNov 2021 to Jan 2022
- 'loyola University ChicagoAug 2021 to May 2023
- Full Time EducationAug 2021 to Nov 2021
- Planet FitnessMay 2021 to Aug 2021
- Full Time EducationJul 2019 to May 2021
- Salon MackkOct 2018 to Jul 2019
- Dunkin DonutsJul 2018 to Oct 2018
- PortillosNov 2016 to Jul 2018
- Not Old Enough To WorkNov 2000 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (FL, IL, 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
- 7568499
- Firm CRD
- 7691