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 an investment advisor who lives in Santa Monica, California. Currently a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, they have gathered 10 years of work experience. Stitzer has a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Stitzer can act as a financial advisor in California and Texas. 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. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Santa Monica, California, and operates out of 3,132 other locations in the United States. In aggregate, Merrill Lynch, Pierce, Fenner & Smith Inc manages $797 billion in assets covering 2,472,247 client accounts and employs more than 41,217 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the nation. The firm manages 797,993 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 5% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. 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's fees may include 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

$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 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.

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

Katelyn Gallagher
Chandler, AZ
Katrina Stump
Portland, OR
Mark Seitzer
Hot Springs National Park, AR
Terence Zagara
Chandler, AZ
Sheldon Stephen
Everett, WA
Robert Dunn
Pennington, NJ
Antonella Barrero
Cincinnati, OH
Ali Abbas
Lake Worth, FL

This content was compiled from the SEC and FINRA.

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