Zachary Rucki (CRD# 7419501) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Warwick, RI and has 1 year of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America N.a. | Warwick, RI | Nov 2022 - Current | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln, RI | Jul 2021 - Current | 2 |
Eastconn | Danielson, CT | Jan 2021 - Jul 2021 | < 1 |
Unemployed | Providence, RI | Dec 2019 - Nov 2020 | < 1 |
Quiet Corner Democrats | Willington, CT | Jan 2019 - Dec 2019 | < 1 |
Chishold Chisholm And Kilpatrick/city Personnel | Providence, RI | Jul 2019 - Nov 2019 | < 1 |
Killingly Public Schools | Danielson, CT | Feb 2018 - Apr 2019 | 1 |
Willington Campaigns | Willington, CT | Apr 2018 - Nov 2018 | < 1 |
Killingly Central School | Killingly, CT | Feb 2018 - Apr 2018 | < 1 |
Probate Court | Plainfield, CT | Aug 2017 - Dec 2017 | < 1 |
Lowes | Danielson, CT | Mar 2017 - Jul 2017 | < 1 |
Mohegan Sun | Uncasville, CT | Dec 2016 - Feb 2017 | < 1 |
99 Restaurants | Dayville, CT | Aug 2015 - Dec 2016 | 1 |
University Of Connecticut | Storrs, CT | Jan 2012 - Jan 2016 | 4 |
Mansion At Bald Hill | Woodstock, CT | Apr 2015 - Jul 2015 | < 1 |
Dalice Elizabeth Winery | Preston, CT | Nov 2014 - Jun 2015 | < 1 |
Fedex | Willington, CT | Aug 2014 - Dec 2014 | < 1 |
Triple A Staffing | Danielson, CT | Apr 2014 - Dec 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- CT
- RI
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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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
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