Zachary J Joss
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Sep 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2022 to now
- Delfino's Chicago Style PizzaJan 2022 to Jun 2022
- EmploybridgeNov 2021 to Dec 2021
- Dorian StudiosAug 2021 to Oct 2021
- Agua Verde Paddle ClubJun 2021 to Aug 2021
- EmploybridgeNov 2020 to Dec 2020
- University of WashingtonSep 2019 to Jun 2023
- Vita CocoJun 2019 to Sep 2019
- K &; K Mercantile IncNov 2018 to Dec 2018
- Sandpoint Country ClubSep 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7577354
- Firm CRD
- 7691