Zachary Fischer

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

• 03/2018 → 01/2021
  Bankers Life And Casualty
  Bridgewater, NJ
• 03/2017 → 07/2017
  Celgene
  Summit, NJ
• 08/2016 → 01/2017
  Pharmedium
  Dayton, NJ
• 08/2017 → 03/2018
  Not Employed
  Bridgewater, NJ
• 05/2019 → 01/2021
  Bankers Life Securities
  Bridgewater, NJ
• 02/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 02/2021 → Present
  Bank Of America N.A.
  Pennington, NJ
• 10/2019 → 01/2021
  Bankers Life Advisory Services, Inc
  Bridgewater, NJ

Previous Registrations

• 2019-10-09 → 2021-02-16
  Bankers Life Advisory Services, Inc.
  Bridgewater, NJ
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-02
• S63 Uniform Securities Agent State Law Examination
  2019-05-13

Other Names

• Zachary Bernard Fischer