Zachary M Garner

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

• 03/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Henderson, NV
• 05/2023 → 03/2024
  Unemployed
  Henderson, NV
• 01/2018 → 12/2021
  University Of Nevada Las Vegas
  Las Vegas, NV
• 06/2017 → 01/2018
  Unemployed
  Henderson, NV
• 06/2013 → 06/2017
  Nevada Learning Academy
  Las Vegas, NV
• 01/2018 → 08/2023
  University Of Nevada Las Vegas
  Las Vegas, NV
• 05/2024 → Present
  Bank Of America N.A.
  Henderson, NV

Exams

• S66 Uniform Combined State Law Examination
  2024-06-25

Other Names

• Zach Garner