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Inactive

Zachary Robert Merring

Rtd Financial Advisors Inc

Philadelphia, PA

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Current Employers
Rtd Financial Advisors Inc

30 S. 17Th Street Ste 1620, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-10-01
  • PA RA
    APPROVED
    Since 2025-10-01

Branch Locations

30 S. 17Th Street Ste 1620, Philadelphia, PA 19103 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Morristown NJ 10/2019 12/2021
William Paterson University Wayne NJ 11/2018 05/2020
Pharmscript Llc Somerset NJ 06/2017 08/2019
Sodexo Food Services Piscataway NJ 07/2015 08/2017
Lincoln Financial Advisors Morristown NJ 12/2021 02/2023
Omnigrowth Wealth Professionals Paramus NJ 10/2019 05/2021
William Paterson University Wayne NJ 09/2020 07/2021
Omnigrowth Wealth Professionals Morristown NJ 05/2021 02/2023
Rtd Financial Advisors Inc Philadelphia PA 02/2023 10/2025
Rtd Financial Advisors Inc Philadelphia PA 10/2025 Present
  • 10/2019 → 12/2021
    Lincoln Financial Advisors
    Morristown, NJ
  • 11/2018 → 05/2020
    William Paterson University
    Wayne, NJ
  • 06/2017 → 08/2019
    Pharmscript Llc
    Somerset, NJ
  • 07/2015 → 08/2017
    Sodexo Food Services
    Piscataway, NJ
  • 12/2021 → 02/2023
    Lincoln Financial Advisors
    Morristown, NJ
  • 10/2019 → 05/2021
    Omnigrowth Wealth Professionals
    Paramus, NJ
  • 09/2020 → 07/2021
    William Paterson University
    Wayne, NJ
  • 05/2021 → 02/2023
    Omnigrowth Wealth Professionals
    Morristown, NJ
  • 02/2023 → 10/2025
    Rtd Financial Advisors Inc
    Philadelphia, PA
  • 10/2025 → Present
    Rtd Financial Advisors Inc
    Philadelphia, PA
Previous Registrations
  • 2022-02-18 → 2023-02-13
    Osaic Fa, Inc.
    Morristown, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-16
  • S66 Uniform Combined State Law Examination
    2022-02-16
Designations
Other Names
  • Zachary Merring

View on SEC IAPD

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Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA

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