Zachary Grayson
CRD Number: 7076216Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Zachary Grayson (CRD# 7076216) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Las Vegas, NV and has over 5 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Las Vegas, NV | Apr 2019 - Current | 5 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Las Vegas, NV | Feb 2019 - Current | 5 |
Capstone Partners Insurance And Financial Services, LLC | Los Angeles, CA | Sep 2018 - Feb 2019 | < 1 |
Massachusetts Mutual Life Insurance Company | Los Angeles, CA | Oct 2018 - Jan 2019 | < 1 |
Unemployed/extended Travel | Los Angeles, CA | Mar 2018 - Aug 2018 | < 1 |
Wilshire Country Club | Los Angeles, CA | Feb 2017 - Feb 2018 | 1 |
Extreme Reach | Universal City, CA | Nov 2016 - Dec 2016 | < 1 |
Schaffer's Mill Golf & Lake Club | Truckee, CA | Mar 2016 - Oct 2016 | < 1 |
University Of Nevada, Las Vegas | Las Vegas, NV | Aug 2011 - Aug 2016 | 5 |
Stallion Mountain Golf Club | Las Vegas, NV | Sep 2015 - Feb 2016 | < 1 |
Gothic Grounds Management | Tempe, AZ | May 2015 - Aug 2015 | < 1 |
Reflection Bay Golf Club | Henderson, NV | Sep 2014 - Apr 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- MO
- NV
- TX
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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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