Zachary
Thebeau
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Zachary Thebeau is a financial advisor working in Tampa, Florida with a total of 1 year of industry experience. Thebeau currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Rhodes Pharmaceuticals, Rhodes Pharmacueticals, Commonwealth Foreign Exchange, Putnam Retail Management, Shrewsbury Public Schools, University Of South Carolina, Columbia Management Investment Distributors, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Ups and Bank Of America, N.A. Thebeau holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory company based in New York, NY. The company has offices in 3,372 locations and a total of 36,687 people on staff. It oversees $1 trillion in total assets among its 2,864,234 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 accounts, 23% are held by high-net-worth investors who have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc has a wide set of services, such as 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. A financial advisor's fees largely depend on which service is provided. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
Investment Advisory 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 Thebeau Work History
Zachary has been registered as a financial advisor for 1 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Columbia Management Investment Distributors, Inc
Putnam Retail Management
Rhodes Pharmacueticals
Commonwealth Foreign Exchange
University Of South Carolina
Rhodes Pharmaceuticals
University Of South Carolina
Rhodes Pharmaceuticals
University Of South Carolina
Ups
University Of South Carolina
Shrewsbury Public Schools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Zachary Thebeau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
