Adam Zachary
Adam Zachary is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Visalia, CA, with 4 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
212 E Main St, Visalia, CA, 93291
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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.
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Adam owns Treasure Valley Auto, a sole proprietorship involved in marketing for car dealerships, website design, and lead generation, dedicating a few hours per week. He also serves as a board member for Tulare County Family Services, a non-profit organization, spending minimal time per week.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations25 states
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