Zachary Edward Oser

$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
TX	RA	APPROVED	2025-02-03
PA	RA	APPROVED	2024-12-05

Branch Locations

724 W Lancaster Ave, Wayne, PA 19087 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Wayne	PA	07/2024	Present
Pennbrook Middle School	North Wales	PA	08/2014	06/2017
North Penn High School	Lansdale	PA	08/2017	06/2020
Temple University	Philadelphia	PA	08/2020	12/2023
Unemployed	North Wales	PA	01/2024	06/2024
Bank Of America	Blue Bell	PA	06/2023	08/2023

07/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wayne, PA
08/2014 → 06/2017

Pennbrook Middle School

North Wales, PA
08/2017 → 06/2020

North Penn High School

Lansdale, PA
08/2020 → 12/2023

Temple University

Philadelphia, PA
01/2024 → 06/2024

Unemployed

North Wales, PA
06/2023 → 08/2023

Bank Of America

Blue Bell, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-04