Zachary Arthur Grayson

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

• 02/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Las Vegas, NV
• 09/2018 → 02/2019
  Capstone Partners Insurance And Financial Services, Llc
  Los Angeles, CA
• 03/2018 → 08/2018
  Unemployed/Extended Travel
  Los Angeles, CA
• 02/2017 → 02/2018
  Wilshire Country Club
  Los Angeles, CA
• 03/2016 → 10/2016
  Schaffer's Mill Golf & Lake Club
  Truckee, CA
• 10/2018 → 01/2019
  Massachusetts Mutual Life Insurance Company
  Los Angeles, CA
• 11/2016 → 12/2016
  Extreme Reach
  Universal City, CA
• 04/2019 → Present
  Bank Of America, N.A.
  Las Vegas, NV

Other Businesses

I*126171 For profit or not for profit: For-Profit Organization Name of outside business organization: Grayson Golf, LLC Investment related: N Address of business: Las Vegas, Nevada 89147 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 11/1/2019 Number of hours devoted: 260 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Grayson Golf LLC is a completely separate entity from Merrill Lynch. The business will allow me to keep my PGA Membership, and will provide consultative services such as instruction and best-practices for golf clubs.

Exams

• S66 Uniform Combined State Law Examination
  2019-05-29

Other Names

• Zachary Grayson