Zachary C Green

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

• 09/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ
• 06/2021 → Present
  Cinder Bar
  Williamstown, NJ
• 05/2017 → 02/2021
  Nike
  Blackwood, NJ
• 10/2020 → 12/2020
  Yankee Doodle Tap Room
  Princeton, NJ
• 05/2020 → 12/2020
  Northwestern Mutual
  Princeton, NJ
• 06/2019 → 08/2019
  Uries Waterfront Restaurant
  Wildwood, NJ
• 07/2019 → 08/2019
  Harry's Ocean Bar And Grille
  Cape May, NJ
• 12/2018 → 01/2019
  Nike
  Blackwood, NJ
• 05/2018 → 08/2018
  Nike
  Blackwood, NJ
• 08/2017 → 05/2021
  The College Of New Jersey
  Ewing, NJ
• 01/2010 → 05/2018
  Unemployed
  Blackwood, NJ

Other Businesses

Cinder Bar. Not investment related. 410 Berlin Cross Keys Road, Williamstown, NJ, 08094 United States. It is a bar/restaurant and I am a server at Cinder Bar. Server/Waiter. Started 6/30/2021. 24 hours per month. 0 during securities trading hours. I take food and drink orders from customers and then put them in to the computers. After the food is ready I deliver it to the tables.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-28

Other Names

• Zachary Cole Green