Zachary Howland

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

• 06/2012 → Present
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  Rockville, MD
• 10/2012 → Present
  Bank Of America, N.A.
  Rockville, MD

Other Businesses

I*510037 For profit or not for profit: Entity Charitable Name of outside business organization: Tunnel to Towers Foundation Investment related: N Address of business: Staten Island, New York, 10306 Nature of business: ["Charitable Organization"] Position, title, association: ["Committee"], [["Fundraising committee"]] Start date of relationship: 8/1/2021 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , The Tunnel to Towers Foundation supports the first responders and veteran communities. I will be joining the Young Professionals Network of the Foundation, and serving on the First Responders Committee. On the committee I will be fundraising for the Foundation and engaging directly with the first responders and veteran communities.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-01

Other Names

• Zachary N Howland