Zachary PersinCRD 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 3 years of experience in the finance industry.
Altos Investments, Inc.
Blossom Wealth Management, LLC
Fairway Asset Management, Inc.
|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|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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