Julian Zapata

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

• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Kisco, NY
• 12/2024 → 04/2026
  Citibank
  Bronx, NY
• 08/2019 → 05/2024
  Suny New Paltz
  New Paltz, NY
• 10/2024 → 12/2024
  Unemployed
  New York, NY
• 05/2021 → 09/2021
  Five Guys
  New York, NY
• 10/2021 → 12/2021
  Shake Shack
  New York, NY
• 05/2021 → 02/2023
  Black Tap
  New York, NY
• 02/2023 → 01/2024
  Mountain Brahaus
  Gardiner, NY
• 04/2024 → 10/2024
  Culinary Institue Of America
  Hyde Park, NY
• 08/2015 → 06/2019
  Kipp Nyc College Prep
  Bronx, NY
• 06/2026 → Present
  Bank Of America, N.A.
  Mount Kisco, NY

Other Businesses

I*4515273 Entity Type: Entity For Profit Name of OBA: Cozy Collective Address: Yonkers, New York, 10701 Investment Related: No Position, Title, Association: Officer,Owner Employee Start Date: 04/15/2024 Number of Hours: 15, Weekly Number of Hours during trading: 0, Weekly Duties: Early stage venture focused on coordinating projects in fashion, music and media. Currently pre-revenue with no client overlap or conflict with Bank of America responsibilities. Oversee basic project coordination. creative direction and administrative tasks for early stage fashion and music initiatives. No financial advisory services, outside clients or time conflicts with Bank of America.

Exams

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

Other Names

• Julian Damien Zapata