Zachary Martin (CRD# 7095025) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Princeton, NJ and has over 5 years of experience in the finance industry.
CRD# 1129922
Ameriprise Financial Services, LLC
CRD# 2876442
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5040308
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rbc Capital Markets, LLC | Princeton, NJ | Oct 2020 - Current | 4 |
| City National Bank | Princeton, NJ | Oct 2020 - Current | 4 |
| Morgan Stanley Private Bank, N.a | New York, NY | Aug 2019 - Oct 2020 | 1 |
| Morgan Stanley Private Bank, N.a | New York, NY | Aug 2019 - Oct 2020 | 1 |
| Morgan Stanley | Lawrenceville, NJ | Jun 2019 - Oct 2020 | 1 |
| Morgan Stanley Smith Barney LLC | Lawrenceville, NJ | Apr 2019 - Jun 2019 | < 1 |
| Full-time Education | Pittsburgh, PA | Sep 2018 - Apr 2019 | < 1 |
| Siemens Healthineers | Flanders, NJ | May 2018 - Aug 2018 | < 1 |
| Full-time Education | Pittsburgh, PA | Aug 2017 - Apr 2018 | < 1 |
| Enterprise Rent-a-car | Edison, NJ | May 2017 - Jul 2017 | < 1 |
| Student | Belle Mead, NJ | Apr 2009 - May 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- NJ
- TX
-
Total Assets Under Management201,264MILLIONS
-
Total Number of Accounts451,404ACCOUNTS
-
Average Account Value$445,862
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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