Zachery Sean Merrill
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Zachery Sean Merrill? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Oct 2025 to now
- Blazing Trail Wealth Advisors, LLCOct 2025 to now
- Oakline Solutions LLCSep 2024 to Mar 2026
- Interstate RoofingMay 2024 to Sep 2024
- Gershon's DeliJan 2024 to May 2024
- KillthatnoiseMay 2023 to Dec 2023
- FedexJun 2022 to Sep 2022
- Rocko's Ice Cream TacosMar 2022 to Dec 2023
- Santa Clara UniversityJan 2022 to Dec 2023
- Blue Ribbon DinerJun 2021 to Aug 2021
- Quinnipiac UniversityAug 2020 to Dec 2021
- Druther's Brewing CompanySep 2019 to Mar 2020
- Blue Ribbon DinerJan 2019 to Sep 2019
- Maple Ski RidgeJan 2017 to Mar 2018
- Niskayuna High SchoolSep 2016 to Jun 2020
- Town of NiskayunaSep 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 8183876
- Firm CRD
- 23131