David Zilkowski
David Zilkowski is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Jacksonville, FL, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
9000 Southside Blvd, Ci Relationship Management, Jacksonville, FL, 32256
Get directionsHistory
Regulatory History (4)
Financial
October 2016Regulatory
August 2006Customer Dispute
January 2005Customer Dispute
May 2004Other Business ActivitiesSells Insurance
David sells insurance and non-insurance products for Transamerica Financial Advisors affiliated companies. He is also involved with Jacksonville Lease Option LLC, Zilkowski Properties, Colonial Life Insurance, and D Z C Investments LLC, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
The Leaders Group, INC.Broker
Allstate Financial Services, LLCBroker
D2 Capital Management
Allstate Financial Services, LLCBroker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
First Union Brokerage Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.