Zachary
Grayson
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Zachary Grayson is a financial advisor who works out of Las Vegas, Nevada with 4 years of relevant experience. Grayson works at Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Capstone Partners Insurance And Financial Services, LLC, Wilshire Country Club, Schaffer'S Mill Golf & Lake Club, Stallion Mountain Golf Club, Gothic Grounds Management, Reflection Bay Golf Club, Royal Links Golf Club, The Golf Club At Black Rock, University Of Nevada, Las Vegas, Massachusetts Mutual Life Insurance Company, Extreme Reach and Bank Of America, N.A. Grayson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Missouri, Nevada and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory business that has its headquarters in New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 people on staff. It administers $1 trillion in total assets across its 2,864,234 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 4,459 charities and foundations. 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 performs a wide array of services, including 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 charged by financial advisors largely are based on which services the firm provides the client. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc may include 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 Grayson Work History
Zachary has been registered as a financial advisor for 4 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Capstone Partners Insurance And Financial Services, LLC
Massachusetts Mutual Life Insurance Company
Wilshire Country Club
Schaffer'S Mill Golf & Lake Club
Extreme Reach
Stallion Mountain Golf Club
Gothic Grounds Management
Reflection Bay Golf Club
Schaffer'S Mill Golf & Lake Club
Royal Links Golf Club
The Golf Club At Black Rock
University Of Nevada, Las Vegas
*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 Grayson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
Scottsdale, AZ
Houston, TX
Jersey City, NJ
Bloomfield Hills, MI
New York, NY
Pennington, NJ
Atlanta, GA
Charlotte, NC
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