Zachary Goodwin, financial advisor Lansdale PA

Zachary Goodwin

CRD Number: 7089165
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Zachary Goodwin (CRD# 7089165) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lansdale, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Wayne, PA Jan 2023 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne, PA Aug 2021 - Current 2
Santander Bank, Na Boston, MA Oct 2019 - Aug 2021 1
Santander Securities, LLC Dorchester, MA Oct 2019 - Aug 2021 1
Unemployed Lansdale, PA Aug 2019 - Oct 2019 < 1
Telan Corporation Hatfield, PA Jun 2009 - Aug 2019 10
Axa Advisors, LLC New York, NY Apr 2019 - Jul 2019 < 1
Temple University Philadelphia, PA Jan 2015 - Dec 2018 3
Montgomery County College Blue Bell, PA Aug 2011 - Dec 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Zachary Goodwin
Phone Number: 800-637-7455
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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