Zachary Gewurz
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Zachary Gewurz is a Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2021. He works with individuals and families to develop comprehensive wealth management plans, focusing on areas such as college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and tax minimization. Zachary supports portfolio management through transactions in equity, fixed income, and options.
He holds a Bachelor's Degree in Finance from Michigan State University and has earned the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Zachary strives to respond promptly to client needs and gather all necessary information to tailor effective financial plans.
Outside of his professional role, Zachary enjoys traveling and playing golf at prominent public courses across the country, including Torrey Pines, Grayhawk, Chambers Bay, Bethpage Black, and TPC Sawgrass. He also follows his favorite sports teams and spends time with family and friends.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Options & derivatives strategies
Retirement income strategy
Income planning
General retirement planning
Location
6245 Sheridan Dr
Williamsville, NY 14221
Most active in
Zachary G has reported serving >5 clients in these states in the last 12 months.
New York · Texas
Work history
Bank of America, N.A.
2024 - Present (2 years)
Merrill
2021 - Present (5 years)
Eagle Eye Golf & Banquet Center
2020 - 2021 (1 year)
Hawk Hollow LLC
2020 - 2021 (1 year)
M&T Bank
2019 - 2019 (1 year)
Michigan State University
2017 - 2021 (4 years)
Town of Amherst Youth and Recreation Department
2016 - 2018 (2 years)
Mathewson McCarthy Babe Ruth Baseball
2011 - 2018 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
David H
Series 65
Clarence Center, NY
Cornell Capital Management
Scott M
CFP®, Series 66
Williamsville, NY
Cambridge Advisors, LLC
Timothy M
Series 63, Series 65
Williamsville, NY
Timothy C. Minneci
Matthew M
Series 65
Buffalo, NY
Ibis Capital Management, LLC
Thomas G
Series 65
Kenmore, NY
Glenn Asset Management
Gordon S
Series 65
Buffalo, NY
EWM Advisory
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