Zachery Sean Merrill

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2024 → 03/2026
  Oakline Solutions Llc
  Denver, CO
• 10/2025 → 08/2026
  Blazing Trail Wealth Advisors Llc
  Denver, CO
• 05/2024 → 09/2024
  Interstate Roofing
  Denver, CO
• 01/2024 → 05/2024
  Gershon's Deli
  Schenectady, NY
• 08/2020 → 12/2021
  Quinnipiac University
  Hamden, CT
• 01/2022 → 12/2023
  Santa Clara University
  Santa Clara University, CT
• 05/2023 → 12/2023
  Killthatnoise
  Santa Clara, CA
• 03/2022 → 12/2023
  Rocko's Ice Cream Tacos
  Santa Clara, CA
• 06/2022 → 09/2022
  Fedex
  Rotterdam, NY
• 09/2016 → 06/2020
  Niskayuna High School
  Niskayuna, NY
• 09/2016 → 05/2019
  Town Of Niskayuna
  Niskayuna, NY
• 01/2017 → 03/2018
  Maple Ski Ridge
  Schenectady, NY
• 07/2017 → 08/2019
  Town Of Niskayuna
  Niskayuna, NY
• 09/2019 → 03/2020
  Druther's Brewing Company
  Schenectady, NY
• 06/2021 → 08/2021
  Blue Ribbon Diner
  Schenectady, NY
• 01/2019 → 09/2019
  Blue Ribbon Diner
  Schenectady, NY
• 10/2025 → 08/2026
  Osaic Wealth, Inc.
  Denver, CO
• 08/2026 → Present
  Blazing Trail Wealth Advisors, Llc
  Denver, CO
• 08/2026 → Present
  Osaic Wealth
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2026-08-24

Other Names

• Zach Merrill
• Zachery Merrill