Zachary Fischer
CRD Number: 7112147Current 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.
CRD# 5364612
Advice And Planning Services
CRD# 5679227
Blackrock Investment Management, LLC
CRD# 1034308
Mml Investors Services, LLC
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2019 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- NJ
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.