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 28 years of experience in the finance industry.
Byrne & Company Wealth Management, LLC
Northern Lights Advisors, Inc.
Kutscher Rhodes & Benner, Inc.
|Bank Of America,na||Tacoma, WA||Sep 2009 - Current||7|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Tacoma, WA||Aug 1988 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1988|
|S65||NASAA Investment Advisors Law Examination||Jan 1995|
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)
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