1. Wealthminder
  2. Westborough, MA
  3. Claim this page
  1. Claim this page
Zachary Frisella, financial advisor Westborough MA

Zachary Frisella

CRD Number: 6591096
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Zachary Frisella (CRD# 6591096) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westborough, MA and has over 8 years of experience in the finance industry.

Similar Advisors
Peter Canniff, financial advisor Westborough MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Rebecca Abbatamarco-Boisclair, financial advisor Westborough MA
Rebecca J. Abbatamarco-Boisclair
CRD# 4030542
Ameriprise Financial Services, LLC
Similar Advisors
Robert Abendroth, financial advisor Westborough MA
Robert Abendroth
CRD# 6401139
Eagle Strategies LLC
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln, RI Dec 2015 - Current 8
Point Judith Country Club Narragansett, RI Dec 2015 - Current 8
Rhode Island College Providence, RI Sep 2011 - Dec 2015 4
South Bay Retirement Wakefield, RI May 2013 - May 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2016
Contact Info for Zachary P. Frisella
1700 W Park Dr, Westborough, MA 01581
Phone Number: 800-637-7455
Firm Website: http://www.youtube.com/bankofamericaprivatebank
Registered State(s):
  • RI
  • TX
Is this advisor you? Unlock this free profile to update your info and see who's viewing your profile.
Current Firm Details
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm's CRD Number: 7691
One Bryant Park, New York, NY 10036
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.