DZ
DZ

Drew Zager

40 Years of Experience
Los Angeles, CA
1 DisclosureBroker

Drew Zager is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

1999 Avenue of the Stars, Suite 2400, Los Angeles, CA, 90067

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History

Regulatory History (1)
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Customer Dispute
October 2008
Settled
Other Business Activities

Drew is involved with several charitable and educational organizations, including the UCLA Foundation Board, the University of California Board of Regents, and the UCLA Mildred E. Mathias Botanical Garden. He dedicates minimal time to these activities, focusing on fiduciary responsibilities, business affairs, and investment oversight.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
July 1997 - June 2009 · 11 yrs 11 mos
Morgan Stanley & CO. IncorporatedBroker
September 1986 - June 2009 · 22 yrs 9 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
August 1985 - September 1986 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.