Zach Kirby

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

• 02/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Coral Gables, FL
• 08/2013 → Present
  Bank Of America, N.A.
  Coral Gables, FL

Other Businesses

I*204831, Entity Type Fiduciary, Name of OBA: GHK Address: Kennesaw, Georgia, 30144 Investment Related: No Position, Title, Association: Executor Employee Start Date: 01-Nov-2024 No Hours: 5 Yearly No Hours during trading: 0 Duties: I*2049308, Entity Type Fiduciary, Name of OBA: VJK Address: Roswell, Georgia, 30075 Investment Related: Yes Position, Title, Association: Executor Employee Start Date: 01-Nov-2024 No Hours: 5 yearly No Hours during trading: 0Duties: I*2227374, Entity Type: , Name of OBA: V J K TOD BENEFICIARIES ON FILE , Address: Roswell, Georgia, 30075, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07-Mar-2025, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2013-05-23

Other Names

• Zachary Kirby