Zachary Frederick Smolens
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Zachary Frederick Smolens? 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
12 years in the industry.
- Bank of America, N.A.Jul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
- JPMorgan ChaseApr 2022 to Sep 2024
- UnemployedJan 2022 to Apr 2022
- State Farm Insurance Co.Aug 2021 to Jan 2022
- DoordashNov 2020 to Oct 2023
- Best BuyNov 2020 to Jan 2023
- UnemployedAug 2020 to Nov 2020
- Ascension CoffeeJun 2020 to Aug 2020
- Moberly Area Community CollegeJan 2019 to May 2019
- Lakota Coffee CompanySep 2018 to May 2020
- University of MissouriAug 2018 to Dec 2018
- Liberty MarketMay 2018 to Jul 2018
- Mesa Community CollegeAug 2017 to May 2018
- Caretaker Landscape and Tree ManagementMay 2017 to Jul 2018
- Asu Preparatory Academy - Polytechnic CampusAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7991682
- Firm CRD
- 7691