Zachary
Stitzer

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5466457
Investment Advisor
in Santa Monica, CA

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About this Advisor

Zachary Stitzer is a financial advisor in Santa Monica, California. Currently an investment advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Stitzer has nine years of practice as an investment advisor. Stitzer has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Stitzer can serve investors in California and Texas. Throughout their career, they have worked at Citigroup Global Markets, Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Santa Monica, California, and operates out of 2,958 additional offices in the nation. As a registered advisory firm, Merrill Lynch, Pierce, Fenner & Smith Inc manages $820 billion in assets throughout 2,272,151 client accounts and retains more than 40,146 people. The level of assets currently under the firm's management places it among the largest firms in the nation. The firm manages 755,507 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

100 Wilshire Blvd
Santa Monica, CA 90401

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

CA Average: $7,464,549,021
Total Number of Employees

41,217

CA Average: 88
Total Number of Accounts

2,472,247

CA Average: 3,892
Average Account Size

$322,494

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Zachary Stitzer Work History

Zachary has 9 years of experience.

2015 - Present (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - Present (5 years)

Bank Of America, N.A

2015 - 2015 (< 1 year)

Morgan Stanley Private Bank, National Association

2009 - 2009 (< 1 year)

Citigroup Global Markets, Inc

2009 - 2015 (6 years)

Morgan Stanley Smith Barney

Disclosures

Zachary Stitzer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Chandler, AZ
Brendan Ganji
Carmel, CA
Omar Khalil
Visalia, CA
Zachary Stitzer
Santa Monica, CA
Janine Nebbia
White Plains, NY
Damien Martinez
Tacoma, WA
Stephanie Springer
Vero Beach, FL
Matthew Sekera
Walnut Creek, CA

This content was compiled from the SEC and FINRA.

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