Zachary Lee Merritt

Current Employers

Employment History

• 01/2020 → 06/2021
  Merrill Lynch, Pierce, Fenner & Smith Inc
  Charlotte, NC
• 03/2023 → 12/2023
  Lincoln Financial Securities
  Raleigh, NC
• 03/2023 → 01/2024
  Osaic Fs, Inc
  Raleigh, NC
• 06/2021 → 02/2023
  Bank Of America
  Charlotte, NC
• 01/2020 → 06/2021
  Bank Of America
  Charlotte, NC
• 01/2024 → Present
  Opsedge, Inc
  Raleigh, NC
• 02/2023 → 12/2023
  The Carolinas Financial Network
  Raleigh, NC
• 05/2017 → 01/2020
  Opsedge, Inc
  Raleigh, NC
• 12/2014 → 12/2017
  Winston's Grille
  Raleigh, NC
• 08/2015 → 12/2019
  University Of North Carolina Wilmington
  Wilmington, NC
• 06/2025 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

Contingent Power of Attorney for father, mother, sister, grandmother-Raleigh, NC Start date March 2019; Opsedge, Inc,- Independent Contractor- Consultant - Family Business- 7912 Sutcliffe Dr, Raleigh, NC 27613, Assist Family business as needed, 1/1/2024, 8HRS/MO. Notary Public, notarize documents as needed, 7912 Sutcliffe Dr, Raleigh, NC 27613, 11/9/2023, 1HR/MO. Tucker Lane Design- Independent Contractor- Consultant, -sister business- 1330 Sunday Dr. #101, Raleigh, NC 27607, Consult on project design and install as needed, 1/1/2024, 8HRS/MO. Winston's Grille- Independent Contractor- Handyman, Raleigh, NC. , 1/1/2023, 3hrs/mo. R. Jacobs Fine Plumbing and Hardware- Independent Contractor- Installer, Raleigh, NC. not investment related, assist with project install as needed, 7/1/2022, 3HRS/MO.

Exams

• S66 Uniform Combined State Law Examination
  2025-05-13

Other Names

• Zachary Merritt
• Zach Merritt