Zachary Henry Zelman

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 10/2016
  Avatar Securities
  New York, NY
• 10/2016 → Present
  Merrill Lynch Pierce Fenner & Smith
  New York, NY
• 01/2017 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*3655272 Entity Type: Fiduciary role Name of OBA: S. R Z. TTEE Z. H Z. TTEE U/A DTD 12/15/2020 Address: PORTLAND, Maine, 4103 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 01/27/2026 Number of Hours: 2, Yearly Number of Hours during trading: 0 Duties: Co-Trustee/ Child/Grandchild, Siblings

Exams

• S66 Uniform Combined State Law Examination
  2016-11-28

Other Names

• Zachary Henry Zelman
• Zachary Zelman