Zachary Laws
Investment adviser representative at Meristead Wealth, LLC
12 yearsExperience
5 statesRegistered in
$1.3BFirm assets
10 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Meristead Wealth, LLCOct 2025 to now
- Bank of America, N.A.Feb 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to now
- R&b LiquorsJun 2022 to Aug 2022
- Mcvean Trading & InvestmentsJun 2021 to Aug 2021
- Neighborhood HarvestMar 2020 to Aug 2020
- Edge MarketingJun 2019 to Aug 2019
- University of MississippiAug 2018 to Jun 2022
- Supreme Courts GymFeb 2016 to Feb 2017
- Waubonsie Valley High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 5 states (CA, MD, NY, TX, WA).
Meristead Wealth, LLC
$1.3BAssets managed
996Clients
22Advisers
10 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
- 7662757
- Firm CRD
- 282103