Zachary HowlandCRD Number: 5972682
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Compensation Model: Both
David Wealth Management, LLC
Blue Ocean Global Wealth
Aegis Wealth Management LLC
|Bank Of America, N.a.||Rockville, MD||Oct 2012 - Current||7|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Rockville, MD||Jun 2012 - Current||7|
|U.s. Energy Development||Getzville, NY||Sep 2011 - Jun 2012||< 1|
|U.s. Senate||Washington, DC||Jun 2011 - Sep 2011||< 1|
|University At Buffalo||Buffalo, NY||Sep 2009 - Jun 2011||1|
|Salve Regina University||Newport, RI||Sep 2008 - Sep 2009||1|
|La Salle Institute||Troy, NY||Jun 2002 - Sep 2008||6|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Aug 2012|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management797,284MILLIONS
Total Number of Accounts2,472,247ACCOUNTS
Average Account Value$322,494
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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