Zachary Belisario Rogers

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

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Encinitas, CA
• 12/2025 → 04/2026
  Oneamerica
  San Diego, CA
• 06/2025 → 12/2025
  Goldbook Financial (Massmutual)
  San Diego, CA
• 10/2024 → 06/2025
  Endeavor Search Partners
  San Diego , CA
• 06/2024 → 10/2024
  Ufc Fit
  San Diego , CA
• 08/2020 → 06/2024
  San Diego State University
  San Diego , CA
• 05/2023 → 08/2023
  Ultimate Fighting Championship (Ufc)
  Las Vegas, NV
• 06/2022 → 08/2022
  Brigantine (Ketch Grill And Taps)
  San Diego , CA
• 08/2016 → 08/2020
  West Ranch High School
  Santa Clarita , CA
• 07/2026 → Present
  Bank Of America, N.A.
  Encinitas, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-07-30

Other Names

• Zachary Rogers
• Zachary B Rogers
• Zachary Belisario Rogers
• Zach Rogers