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Anastasiya Zaytsev

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.

  1. Bank of America, N.A.Dec 2025 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2025 to now
  3. Thrivent FinancialNov 2024 to Oct 2025
  4. Thrivent Investment Management IncOct 2024 to Oct 2025
  5. Annie-body and Beauty Lab LLCMar 2024 to Nov 2024
  6. Khrom Dermatology Medspa and Wellness LLCDec 2023 to Sep 2024
  7. Laser By Nicole LLCJul 2023 to Mar 2024
  8. Boca Beauty AcademyFeb 2023 to Jun 2023
  9. Bubblezay - Self-employedNov 2019 to Jan 2023
  10. Emk Pro Service LLCJun 2015 to Oct 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
7987442
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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