Cynthia Zapp, financial advisor Lake Mary FL

Cynthia Zapp

CRD Number: 5421760
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Cynthia Zapp (CRD# 5421760) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Mary, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Mlpfs Heathrow, FL Sep 2007 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Cynthia K. Zapp
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,093,689
    MILLIONS
  • Total Number of Accounts
    2,864,234
    ACCOUNTS
  • Average Account Value
    $381,844
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 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, WY

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