Zain Merchant
Advisor at Fidelity — Bridgewater, NJ Route 202
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.
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.
Credentials
Series 66
Experience Industry experience
7 years
Location
Bridgewater, NJ 08807-5530
Fidelity
Institution
Zain Merchant is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, he held positions as a Workplace Planning Consultant and Investment Solutions Representative within Fidelity Investments. His experience also includes roles as AVP Premier Banker at Wells Fargo, Financial Solutions Advisor at Merrill Lynch, and AVP Branch Manager at PNC Bank.
Zain holds a California Insurance License. His professional focus involves collaborating with clients to develop personalized, holistic financial plans that address both current and future goals. He emphasizes building long-term relationships to help clients achieve peace of mind.
Based on Fidelity
Bridgewater, NJ Route 202
750 Route 202, Suites 110, 430
Bridgewater NJ 08807-5530
Advisors at this office
40
New Jersey · Texas
7 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
FIDELITY INVESTMENTs
2021 - Present • 5 years
North Brunswick, NJ
self Employed
2021 - 2021 • 1 year
North Brunswick, NJ
Wells Fargo Clearing
2019 - 2021 • 2 years
Hillsborough, NJ
Wells Fargo Bank, nA
2019 - 2021 • 2 years
Hillsborough, NJ
Merrill
2018 - 2019 • 1 year
Bedminster, NJ
Bank of America, N.A.
2018 - 2019 • 1 year
Bedminster, NJ
PNC Bank
2016 - 2018 • 2 years
Franklin Park, NJ
North East Limo
2011 - 2018 • 7 years
Somerset, NJ
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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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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