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Sandra Zyskowski

17 Years of Experience
Paramus, NJ
Broker

Sandra Zyskowski is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Paramus, NJ, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

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.

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Location

115 W Century Rd, Paramus, NJ, 07652

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Sandra is a silent partner in Northeast Distribution Services LLC, an automotive vehicle and technology consulting firm, since 2015. She has no other roles or responsibilities in the business.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2024 - Present · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2024 - Present · 1 yr 11 mos
Previous Registrations
Morgan Stanley
October 2013 - September 2024 · 10 yrs 11 mos
Morgan StanleyBroker
October 2013 - September 2024 · 10 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2010 - October 2013 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2010 - October 2013 · 3 yrs 4 mos
UBS Financial Services INC.Broker
January 2010 - June 2010 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2008 - January 2010 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2008 - January 2010 · 1 yr 4 mos
State Registrations30 states
ARAZCACOCTDCDEFLGAHIIDKYMAMDMEMIMNNCNJNMNYPARISCTNTXVAWAWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.