Robert ZawilskiCRD Number: 1882748
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Robert Zawilski (CRD# 1882748) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tacoma, WA and has over 29 years of experience in the finance industry.
Byrne & Company Wealth Management, LLC
Northern Lights Advisors, Inc.
Northwest Capital Management Inc.
|Bank Of America,na||Tacoma, WA||Sep 2009 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Tacoma, WA||Aug 1988 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1988|
|S65||NASAA Investment Advisors Law Examination||Jan 1995|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- 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)