Zachary Goodwin
CRD Number: 7089165Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Zachary Goodwin (CRD# 7089165) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lansdale, PA and has over 4 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Wayne, PA | Jan 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne, PA | Aug 2021 - Current | 2 |
| Santander Bank, Na | Boston, MA | Oct 2019 - Aug 2021 | 1 |
| Santander Securities, LLC | Dorchester, MA | Oct 2019 - Aug 2021 | 1 |
| Unemployed | Lansdale, PA | Aug 2019 - Oct 2019 | < 1 |
| Telan Corporation | Hatfield, PA | Jun 2009 - Aug 2019 | 10 |
| Axa Advisors, LLC | New York, NY | Apr 2019 - Jul 2019 | < 1 |
| Temple University | Philadelphia, PA | Jan 2015 - Dec 2018 | 3 |
| Montgomery County College | Blue Bell, PA | Aug 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- PA
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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
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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