Zachary L Salinger
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.
- Bank of America, N.A.May 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2026 to now
- UnemployedJan 2026 to Mar 2026
- Verdi ViewsAug 2025 to Jan 2026
- Aloha CapitalJun 2025 to Aug 2025
- Travel & UnemployedMar 2024 to Jun 2025
- DanoneOct 2023 to Mar 2024
- Recreational Equipment, Inc.(rei)Sep 2023 to Oct 2023
- UnemployedJun 2023 to Oct 2023
- David & Lucile Packard FoundationMay 2022 to Jul 2022
- Leeds School of BusinessAug 2021 to Jun 2023
- Lahontan Golf ClubApr 2021 to Jun 2021
- Total WineDec 2020 to Jan 2021
- UnemployedJul 2019 to Apr 2021
- University of California, Agriculture & Natural ResourcesAug 2018 to Jul 2019
- UnemployedJun 2018 to Aug 2018
- Tulane UniversityJul 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NV, 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
- 8245787
- Firm CRD
- 7691