Petro Zouzoulas, financial advisor Baltimore MD

Petro Zouzoulas

CRD Number: 2968830
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Petro Zouzoulas (CRD# 2968830) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Baltimore, MD and has over 26 years of experience in the finance industry.

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Abel Financial Management Company
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington, DC Nov 2017 - Current 6
Bank Of America, N.a. Washington, DC Nov 2017 - Current 6
Wells Fargo Clearing Services, LLC Washington, DC Nov 2016 - Nov 2017 1
Wells Fargo Bank, Na Washington, DC Jun 2012 - Nov 2017 5
Wells Fargo Advisors, LLC Washington, DC Jun 2012 - Nov 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Petro Zouzoulas
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • DC
  • MD
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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, WY

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