Zachary Calahan, financial advisor Boston MA
88 score

Zachary Calahan

CRD Number: 6266012
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Zachary Calahan (CRD# 6266012) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Boston, MA Jan 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston, MA Jun 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated York, PA Oct 2013 - May 2014 < 1
Franklin & Marshall College Lancaster, PA Aug 2013 - Oct 2013 < 1
Private Client Resources Wilton, CT May 2013 - Aug 2013 < 1
Franklin & Marshall College Lancaster, PA Aug 2012 - May 2013 < 1
Agc Partners Boston, MA May 2012 - Jul 2012 < 1
Franklin And Marshall College Lancaster, PA Aug 2010 - May 2012 1
Darien Ems, Post 53 Darien, CT Aug 2006 - Aug 2010 4
Darien High School Darien, CT Aug 2006 - May 2010 3
Middlesex Middle School Darien, CT Jun 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Zachary Calahan
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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