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 operating in Santa Monica, California, with a total of 11 years of financial industry experience. Stitzer is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Stitzer holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business headquartered in Santa Monica, California. The firm has offices in 3,270 locations and a total of 36,383 employees. It handles $962 billion in assets under management across its 2,529,169 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 4,927 charities and foundations. Of its 2,529,169 accounts, just 7% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc provides a number of services, such as 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. Fees for financial management typically depend on the financial services. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

$962,052,205,321

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

36,383

CA Average: 88
Total Number of Accounts

2,529,169

CA Average: 3,892
Average Account Size

$380,383

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 11 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 - 2015 (6 years)

Morgan Stanley Smith Barney

Disclosures

Zachary Stitzer has no disclosures.

Please visit their SEC profile for more details.

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Jacob Church
Henderson, NV
Ryan Harrison
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Aniello Iazzetta
Concord, CA
Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

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