Zachary David Kallick

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

• 08/2003 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA

Other Businesses

I*129017 For profit or not for profit: For-Profit Organization Name of outside business organization: FBK LLC Investment related: N Address of business: Mt Pleasant, South Carolina 29464 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 1/10/2020 Number of hours devoted: 4 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: I own a couple lots in SC. I would like to improve them (using a contractor) and sell the property. The real-estate attorney suggested that I form an LLC to reduce personal liability / risks.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-12-16
• S63 Uniform Securities Agent State Law Examination
  2001-11-14

Other Names

• Zach Kallick