Zachary Randall Dahme

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

• 09/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 04/2015 → 11/2017
  210 Green Lane, Llc
  Annandale, NJ
• 09/2014 → Present
  Bank Of America, Na
  Pennington, NJ

Other Businesses

I*0500386 For profit or not for profit: Rental Property Name of outside business organization: Green Lane Investment related: No Address of business: Philadelphia, Pennsylvania 19127 Position, title, association: Sole owner Start date of relationship: 8/16/2017 Number of hours devoted: 3 hours mthly Number of hours devoted during trading hours: 0 Duties: I*, Entity Type: Fiduciary, Name of OBA: E D, Address: Annandale, New Jersey, 08801, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08-May-2024, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2016-04-23