Zachary HaggasCRD Number: 5064967
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Zachary Haggas (CRD# 5064967) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 15 years of experience in the finance industry.
Goldman Sachs Ayco Personal Financial Management
Cetera Investment Advisers LLC
Pks Advisory Services, LLC
|Bank Of America, N.a.||Albany, NY||Feb 2012 - Current||9|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Albany, NY||Jan 2012 - Current||9|
|Retirement Planning Group||Saratoga Springs, NY||May 2011 - Jan 2012||< 1|
|Ameritas Investment Corp||Lincoln, NE||May 2011 - Jan 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2006|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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