Zachary Evan Hauser

$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:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-08-17
NC	RA	APPROVED	2022-08-01

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Raleigh	NC	02/2021	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Raleigh	NC	05/2019	12/2019
Kustom Koozies	Raleigh	NC	05/2015	08/2018
University Of North Carolina At Chapel Hill	Chapel Hill	NC	08/2016	05/2018
Cape Fear Community College	Wilmington	NC	08/2018	05/2019
Elon University	Raleigh	NC	02/2020	05/2021
Bank Of America, N.A.	Raleigh	NC	03/2025	Present

02/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Raleigh, NC
05/2019 → 12/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Raleigh, NC
05/2015 → 08/2018

Kustom Koozies

Raleigh, NC
08/2016 → 05/2018

University Of North Carolina At Chapel Hill

Chapel Hill, NC
08/2018 → 05/2019

Cape Fear Community College

Wilmington, NC
02/2020 → 05/2021

Elon University

Raleigh, NC
03/2025 → Present

Bank Of America, N.A.

Raleigh, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-07-29

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