Zuo Jia
Black

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#5957895
Investment Advisor
in Great Neck, NY

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About this Advisor

Zuo Jia Black is a financial advisor based in Great Neck, New York, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Zuo Jia has previously held positions at Scottrade, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. Zuo Jia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, New York, and Texas. Currently, Zuo Jia is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Great Neck, New York. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

805 Northern Blvd
Great Neck, NY 11021

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

NY Average: 88
Total Number of Accounts

2,911,578

NY Average: 3,892
Average Account Size

$436,737

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Zuo Jia Black Work History

2015 - Present (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - Present (9 years)

Bank Of America, N.A

2013 - 2015 (2 years)

Scottrade

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Zuo Jia Black 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

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Scottsdale, AZ
Christopher Brach
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Hayden Cross
East Lansing, MI
Juan Tapia
Scottsdale, AZ
Megan Martinez
Saint Petersburg, FL
Yanni Saderi
Los Angeles, CA
Adam White
Chicago, IL
Thomas Leone
Palm Bay, FL

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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.

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