Zachary Albertson

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2017-05-02
TX	RA	APPROVED	2017-05-01

RI RA
APPROVED

Since 2017-05-02
TX RA
APPROVED

Since 2017-05-01

Branch Locations

Warwick, RI • United States

3400 Pawtucket Ave Ci Client Management, Riverside, RI 02915 • United States

1100-1800 American Blvd Ci Client Management, Pennington, NJ 08534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Lincoln	RI	05/2014	Present
Bank Of America, N.A.	Lincoln	RI	08/2019	Present

05/2014 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lincoln, RI
08/2019 → Present

Bank Of America, N.A.

Lincoln, RI

Other Businesses

I*2122270, Entity Type: For Profit, Name of OBA: shellfishing Address: Warwick, Rhode Island, 02889 Investment Related: N Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 12/09/2024 No Hours: 6 W No Hours during trading:0 Duties: Fishing for clams, scallops, lobsters, etc. I*3894265 Entity Type: Entity For Profit Name of OBA: Scuba Retrieval Address: wariwick, Rhode Island, 2889 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 04/01/2026 Number of Hours: 10, Monthly Number of Hours during trading: 0, Monthly Duties: This activity involves retrieving items that individuals have accidentally dropped in the ocean, such as cell phones, sunglasses, jewelry, and small boat components. Compensation for this type of work typically averages around $200 per recovery, based on standard industry practice. In addition to item retrieval, there may be occasional requests for basic underwater boat maintenance such as: Propeller replacement Anode replacement Hull cleaning All activities would occur outside of work hours, primarily on weekends or scheduled days off. This work is performed independently, does not conflict with my current role, and does not involve any clients, prospects, or business associated with the company.