Zachary Brewer

$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:

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-04-25

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	07/2024	Present
Bank Of America	New York	NY	06/2023	08/2023
Penn State University	State College	PA	06/2020	05/2024
Unemployed	Winter Garden	FL	07/2014	05/2020
Morgan Stanley	Winter Garden	FL	06/2022	08/2022
Unemployed	Winter Garden	FL	06/2024	06/2024
Seaworld	Orlando	FL	05/2021	05/2021
Pennsylvania State University	Pennsylvania	PA	05/2022	06/2022

07/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
06/2023 → 08/2023

Bank Of America

New York, NY
06/2020 → 05/2024

Penn State University

State College, PA
07/2014 → 05/2020

Unemployed

Winter Garden, FL
06/2022 → 08/2022

Morgan Stanley

Winter Garden, FL
06/2024 → 06/2024

Unemployed

Winter Garden, FL
05/2021 → 05/2021

Seaworld

Orlando, FL
05/2022 → 06/2022

Pennsylvania State University

Pennsylvania, PA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-04-24
S63	Uniform Securities Agent State Law Examination	2025-03-21