Zachary Howland, financial advisor North Bethesda MD
90 score

Zachary Howland

CRD Number: 5972682
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Zachary Howland (CRD# 5972682) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD 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. Rockville, MD Oct 2012 - Current 4
Merrill Lynch, Pierce, Fenner And Smith Incorporated Rockville, MD Jun 2012 - Current 4
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
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Zachary Howland
Phone Number: 800-637-7455
Registered State(s):
  • MD
  • 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
90
Clean Record
This advisor has a clean track record with regulators.

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