Zachary Burnett, financial advisor Jacksonville FL
78 score

Zachary Burnett

CRD Number: 5965234
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Zachary Burnett (CRD# 5965234) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Jacksonville, FL Jun 2012 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL May 2012 - Current 4
Best Buy Bangor, ME Jul 2011 - May 2012 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland, ME Jul 2011 - Aug 2011 < 1
University Of Maine Orono, ME May 2011 - Jul 2011 < 1
Dollar Tree Orono, ME Sep 2010 - May 2011 < 1
University Of Maine Orono, ME Aug 2010 - Sep 2010 < 1
Rupununi's Bar Harbor, ME May 2010 - Aug 2010 < 1
University Of Maine Orono, ME Sep 2009 - May 2010 < 1
Rupununi's Bar Harbor, ME Jun 2009 - Sep 2009 < 1
University Of Maine Orono, ME Jan 2009 - Jun 2009 < 1
Olympia Sports Bangor, ME Dec 2008 - Jan 2009 < 1
Rowe's House Of Apples Newport, ME Nov 2008 - Dec 2008 < 1
Red Robin Tustin, CA Oct 2008 - Nov 2008 < 1
Mobile Magic Of California Brea, CA Jul 2008 - Oct 2008 < 1
Unemployed Orange, CA Apr 2008 - Jul 2008 < 1
Photo Promotions Inc. Bangor, ME Apr 2008 - Apr 2008 < 1
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Malee's Thai Restaurant Scottsdale, AZ Aug 2007 - Dec 2007 < 1
Unemployed Tempe, AZ Jul 2007 - Aug 2007 < 1
Bangor Sub Shop Bangor, ME Jun 2007 - Jul 2007 < 1
Dysart's Truck Stop Hermon, ME Jun 2007 - Jun 2007 < 1
Unemployed Bangor, ME May 2007 - Jun 2007 < 1
Arizona State University Tempe, AZ Aug 2006 - May 2007 < 1
Ground Round Bangor, ME Jan 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Zachary P. Burnett
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • 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
78

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