Tushar ZalpuriCRD Number: 6219047
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Tushar Zalpuri (CRD# 6219047) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Mateo, CA and has over 4 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Wealth & Tax Planners
|Bank Of America, Na||San Mateo, CA||Jul 2017 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Mateo, CA||Aug 2015 - Current||6|
|Unemployed||South San Francisco, CA||Jun 2015 - Aug 2015||< 1|
|Uc Davis||Davis, CA||Sep 2011 - Jun 2015||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2017|
|S63||Uniform Securities State Law Examination||Feb 2017|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, WY
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