Julian Zapata
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Jun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2026 to now
- CitibankDec 2024 to Apr 2026
- UnemployedOct 2024 to Dec 2024
- Culinary Institue of AmericaApr 2024 to Oct 2024
- Mountain BrahausFeb 2023 to Jan 2024
- Shake ShackOct 2021 to Dec 2021
- Black TapMay 2021 to Feb 2023
- Five GuysMay 2021 to Sep 2021
- Suny New PaltzAug 2019 to May 2024
- Kipp Nyc College PrepAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 8261313
- Firm CRD
- 7691