Zachary Fischer, financial advisor Pennington NJ

Zachary Fischer

CRD Number: 7112147
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Zachary Fischer (CRD# 7112147) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ and has over 5 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Feb 2021 - Current 3
Bank Of America N.a. Pennington, NJ Feb 2021 - Current 3
Bankers Life Advisory Services, Inc. Bridgewater, NJ Oct 2019 - Jan 2021 1
Bankers Life Securities Bridgewater, NJ May 2019 - Jan 2021 1
Bankers Life And Casualty Bridgewater, NJ Mar 2018 - Jan 2021 2
Not Employed Bridgewater, NJ Aug 2017 - Mar 2018 < 1
Celgene Summit, NJ Mar 2017 - Jul 2017 < 1
Pharmedium Dayton, NJ Aug 2016 - Jan 2017 < 1
Rutgers University New Brunswick, NJ Jan 2013 - May 2016 3
United Catalyst LLC Monmouth Junction, NJ Jun 2015 - Aug 2015 < 1
Rutgers University Piscataway, NJ Jun 2015 - Aug 2015 < 1
Shop Rite Somerset, NJ May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2019
S65 NASAA Investment Advisors Law Examination Oct 2019
Contact Info for Zachary Fischer
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • TX
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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