Zachary Persin, financial advisor Pleasanton CA
89 score

Zachary Persin

CRD Number: 6278497
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Zachary Persin (CRD# 6278497) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pleasanton, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Pleasanton, CA Jul 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pleasanton, CA Dec 2013 - Current 3
Unemployed Pleasanton, CA Jun 2013 - Dec 2013 < 1
Catholic Youth Organization Pleasanton, CA May 2004 - Dec 2013 9
Mr. Pickles Sandwich Shop Davis, CA Sep 2012 - Jun 2013 < 1
University California, Davis Davis, CA Sep 2011 - Jun 2013 1
Unemployed Pleasanton, CA Jul 2011 - Sep 2012 1
Mr. Pickles Sandwich Shop Pleasanton, CA Aug 2010 - Jul 2011 < 1
Las Positas College Livermore, CA Aug 2010 - Jun 2011 < 1
Las Positas College Livermore, CA Aug 2008 - Jun 2011 2
Unemployed Pleasanton, CA Jun 2010 - Aug 2010 < 1
Dublin Veterinary Hospital Dublin, CA Jan 2010 - Jun 2010 < 1
Unemployed Pleasanton, CA Aug 2008 - Jan 2010 1
Pleasanton Veterinary Hospiatl Pleasanton, CA Jun 2008 - Aug 2008 < 1
Amador Valley High School Pleasanton, CA Dec 2003 - Jun 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Zachary D. Persin
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • 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
89
Clean Record
This advisor has a clean track record with regulators.

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