David Zilkowski
CRD Number: 1480780Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
David Zilkowski (CRD# 1480780) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 10 years of experience in the finance industry.
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6562089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Jacksonville, FL | Feb 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | May 2021 - Current | 2 |
| Zilkowski Properties | Jacksonville, FL | Sep 2017 - Current | 6 |
| Jacksonville Lease Option LLC | Ponte Vedra Beach, FL | Aug 2016 - Current | 7 |
| Transamerica Financial Advisors, Inc. | Jacksonville, FL | Jun 2018 - Feb 2021 | 2 |
| World Financial Group, Inc. | Jacksonville, FL | Feb 2018 - Nov 2020 | 2 |
| Colonial Life Insurance | Jacksonville, FL | Mar 2019 - Sep 2019 | < 1 |
| Home Depot | Jacksonville, FL | Nov 2018 - Mar 2019 | < 1 |
| The Leaders Group Inc. | Littleton, CO | May 2017 - Dec 2017 | < 1 |
| First Choice Brokerage | Ponte Vedra, FL | May 2017 - Dec 2017 | < 1 |
| Unemployed | Ponte Vedra, FL | Feb 2017 - Sep 2017 | < 1 |
| Allstate Financial Services | Ponte Vedra, FL | Jan 2017 - Mar 2017 | < 1 |
| Allstate Insurance Company | Ponte Vedra, FL | Apr 2016 - Feb 2017 | < 1 |
| D2 Capital Management | Jacksonville, FL | Sep 2013 - Nov 2016 | 3 |
| Selectquote Insurance | Jacksonville, FL | Oct 2011 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2013 |
| S63 | Uniform Securities State Law Examination | Dec 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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