Zachary Goodwin

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

• 04/2019 → 07/2019
  Axa Advisors, Llc
  New York, NY
• 06/2009 → 08/2019
  Telan Corporation
  Hatfield, PA
• 01/2015 → 12/2018
  Temple University
  Philadelphia, PA
• 10/2019 → 08/2021
  Santander Bank, Na
  Boston, MA
• 10/2019 → 08/2021
  Santander Securities, Llc
  Dorchester, MA
• 08/2019 → 10/2019
  Unemployed
  Lansdale, PA
• 08/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, PA
• 01/2023 → Present
  Bank Of America, N.A.
  Wayne, PA

Previous Registrations

• 2019-10-23 → 2021-09-13
  Santander Securities Llc
  Villanova, PA
  Bethlehem, PA
  Wyndmoor, PA

Other Businesses

1. ZG Global Marketing LLC, Owner, online sales of retail products via Amazon, non-investment related, start date 03/06/2020, Lansdale, PA, 30 hours monthly, none during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2019-07-11

Other Names

• Zachary Goodwin
• Zachary Goodwin
• Zachary Tyler Goodwin