Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-19
TX RA APPROVED_RES 2013-10-15
  • NY RA
    APPROVED
    Since 2021-04-19
  • TX RA
    APPROVED_RES
    Since 2013-10-15

Branch Locations

69 State St, Albany, NY 12207 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Albany NY 01/2012 Present
Bank Of America, N.A. Albany NY 02/2012 Present
Other Businesses

I*396278 For profit or not for profit: Entity Charitable Name of outside business organization: Mohawk Valley Charity Lunch Club Investment related: N Address of business: New York Mills, New York, 13417 Nature of business: ["Charitable Organization"] Position, title, association: ["Committee","Board Member"], [["Fundraising committee","Other"]] Start date of relationship: 10/13/2021 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: , This club is a not for profit charity formed to raise funds through automobile related events, lunches, giveaways, auctions, etc. I am involved in event planning and systems management. I*1304306 For profit or not for profit: Entity Charitable Name of outside business organization: Saratoga Automobile Museum Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Business or Industry Organization"] Position, title, association: ["Committee","Board Member"], [["Executive committee","Fundraising committee","Other"]] Start date of relationship: 1/1/2024 Number of hours devoted: 30 hour(s) Yearly Number of hours devoted during trading hours: 5 Duties: , Board and Committee Participation. Event and strategic planning for the organization.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-09
  • S66 Uniform Combined State Law Examination
    2006-05-09
Other Names
  • Zachary Haggas
  • Zachary Philip Haggas

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Albany, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor