Natalie R Zinni
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Bank of America, N.A.Jan 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2025 to now
- Express Employment ProfessionalsJul 2025 to Oct 2025
- Pcrk Group, Inc.Jan 2025 to Jul 2025
- UnemployedNov 2024 to Jan 2025
- Nations Lending CorporationApr 2024 to Nov 2024
- Premier Beauty SupplyFeb 2024 to Oct 2024
- J.P. Morgan Securities LLCFeb 2023 to Feb 2024
- JPMorgan Chase Bank NAFeb 2023 to Feb 2024
- Coastal Credit UnionSep 2021 to Jan 2023
- Shamrock Home LoansJul 2021 to Aug 2021
- Triangle Movehome MortgageApr 2021 to Jul 2021
- Nations Lending CorporationAug 2019 to Apr 2021
- UnemployedJul 2019 to Jul 2019
- PNC BankOct 2018 to Jun 2019
- Nations Lending Corp.Jul 2017 to Oct 2018
- Davis AutomotiveDec 2016 to Jul 2017
- UnemployedOct 2016 to Dec 2016
- Lorena LucaAug 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
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
- 7702136
- Firm CRD
- 7691