Zachary Lewer

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

• 05/2017 → 01/2020
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2010 → 05/2017
  Athens Country Club
  Athens, GA
• 08/2016 → 03/2017
  Classic City Collection
  Athens, GA
• 07/2017 → Present
  Quail Hallow Club
  Charlotte, NC
• 02/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 02/2020 → Present
  Bank Of America, N.A.
  Charlotte, NC

Previous Registrations

• 2019-07-12 → 2020-02-06
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

I*866249For profit or not for profit: Entity For ProfitName of outside business organization: Charlotte Country ClubInvestment related: NAddress of business: Charlotte, North Carolina, 28205Nature of business: ["Corporation"]Position, title, association: ["Other"], Start date of relationship: 6/4/2022Number of hours devoted: 4 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: My role will be to support the golfers of Charlotte Country Club by carrying their golf bags., My expected responsibilities will include carrying a golf bag(s) for golfers.I*130876For profit or not for profit: Non-Profit OrganizationName of outside business organization: South America MissionInvestment related: NAddress of business:Fort Mill, South Carolina 29708Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 4/23/2020Number of hours devoted: 6 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: The purpose of South America Mission is to equip missionaries to strengthen local churches in South America. I will be serving as a Development Committee member with a focus on communications, fundraising and recruitment.I*754244For profit or not for profit: Entity For ProfitName of outside business organization: European Pressphoto AgencyInvestment related: NAddress of business: Frankfurt, , D-60329Nature of business: ["Corporation"]Position, title, association: ["Consultant/Independent Contractor"], Start date of relationship: 4/2/2022Number of hours devoted: 50 hour(s) YearlyNumber of hours devoted during trading hours: 40Duties: , I will be helping the European Pressphoto Agency during the Masters Golf Tournament each year. My role is simple, I am a 'Photo Runner'. That means I walk the photographers disk to their editor in the Press Building throughout the week of the Masters Golf Tournament.I* 755245For profit or not for profit: Name of outside business organization: Plaza Baptist ChurchInvestment related: NAddress of business: Nature of business: The purpose of our entity is to make disciples who share and show the gospel. I will be serving on the Finance committee at Plaza Baptist Church in Charlotte, NC. My role is to be a sounding board to the other 4 members of the Finance committee. The goal of our committee is to make prudent and wise decisions with the assets our church has been entrusted. My responsibilities will include listening to our Pastor and Treasurer's goals for the church finances and providing objective advice to help our church grow financially. I will not have direct access to anything finance-related. For example, bank accounts or investment related accounts.Position, title, association: Start date of relationship: 3/10/2022Number of hours devoted: Number of hours devoted during trading hours: Duties: General Notes: I*2555290 Entity Type: N/A Name of OBA: Zach Lewer Podcast Address:Charlotte North Carolina Investment Related:No Position, Title, Association:N/A Start Date:07/01/2025 No Hours: 5 Monthly No Hours during trading:0 Monthly Duties:To create a podcast that focuses on interviewing people as they share their Christian testimony. The aim would be for the podcast audience to learn from the interviewee's journey and experience in living out their Christian faith. To interview the 'subject' for the intended audience.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-21
• S63 Uniform Securities Agent State Law Examination
  2017-07-05

Other Names

• Zach Adam Lewer
• Zachary Lewer
• Zachary Adam Lewer