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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:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-16
NV RA APPROVED 2026-06-08
  • TX RA
    APPROVED
    Since 2026-07-16
  • NV RA
    APPROVED
    Since 2026-06-08

Branch Locations

947 Topsy Ln, Carson City, NV 89705 • United States

One Bryant Park, New York, NY 10036 • 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
Bank Of America, N.A. Carson City NE 05/2026 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Carson City NV 03/2026 Present
Aloha Capital Boulder CO 06/2025 08/2025
Danone Broomfield CO 10/2023 03/2024
David & Lucile Packard Foundation Boulder CO 05/2022 07/2022
Verdi Views Boulder CO 08/2025 01/2026
Unemployed Louisville CO 01/2026 03/2026
Travel & Unemployed Boulder CO 03/2024 06/2025
Leeds School Of Business Boulder CO 08/2021 06/2023
Unemployed Boulder CO 06/2023 10/2023
Lahontan Golf Club Truckee CA 04/2021 06/2021
Total Wine Reno NV 12/2020 01/2021
Unemployed Verdi NV 01/2020 04/2021
Unemployed Los Angeles And Reno NV 07/2019 12/2020
University Of California, Agriculture & Natural Resources Davis CA 08/2018 07/2019
Unemployed Reno NV 06/2018 08/2018
Tulane University New Orleans LA 07/2016 06/2018
Recreational Equipment, Inc.(Rei) Boulder CO 09/2023 10/2023
  • 05/2026 → Present
    Bank Of America, N.A.
    Carson City, NE
  • 03/2026 → Present
    Carson City, NV
  • 06/2025 → 08/2025
    Aloha Capital
    Boulder, CO
  • 10/2023 → 03/2024
    Danone
    Broomfield, CO
  • 05/2022 → 07/2022
    David & Lucile Packard Foundation
    Boulder, CO
  • 08/2025 → 01/2026
    Verdi Views
    Boulder, CO
  • 01/2026 → 03/2026
    Unemployed
    Louisville, CO
  • 03/2024 → 06/2025
    Travel & Unemployed
    Boulder, CO
  • 08/2021 → 06/2023
    Leeds School Of Business
    Boulder, CO
  • 06/2023 → 10/2023
    Unemployed
    Boulder, CO
  • 04/2021 → 06/2021
    Lahontan Golf Club
    Truckee, CA
  • 12/2020 → 01/2021
    Total Wine
    Reno, NV
  • 01/2020 → 04/2021
    Unemployed
    Verdi, NV
  • 07/2019 → 12/2020
    Unemployed
    Los Angeles And Reno, NV
  • 08/2018 → 07/2019
    University Of California, Agriculture & Natural Resources
    Davis, CA
  • 06/2018 → 08/2018
    Unemployed
    Reno, NV
  • 07/2016 → 06/2018
    Tulane University
    New Orleans, LA
  • 09/2023 → 10/2023
    Recreational Equipment, Inc.(Rei)
    Boulder, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-05
  • S66 Uniform Combined State Law Examination
    2026-06-05
Other Names
  • Zac Salinger

View on SEC IAPD

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