Zachary Haggas
Zachary Haggas is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Albany, NY, with 18 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
69 State St, Albany, NY, 12207
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Zachary is involved with the Mohawk Valley Charity Lunch Club, a non-profit organization, dedicating a few hours per week to event planning and systems management. He also participates on the board and committees of the Saratoga Automobile Museum, dedicating minimal time per month to event and strategic planning.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Ameritas Investment CORP.Broker
Mercer Allied Company, L.P.Broker
AXA Advisors, LLCBroker
State Registrations22 states
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