MZ
MZ

Michael Zid

39 Years of Experience
Dublin, OH
1 DisclosureBroker

Michael Zid is a registered investment advisor at Morgan Stanley, based in Dublin, OH, with 39 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

545 Metro Place South, Suite 300, Dublin, OH, 43017

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 1997
Settled
Employment History
Current Registrations
Morgan Stanley
August 2010 - Present · 15 yrs 9 mos
Morgan StanleyBroker
August 2010 - Present · 15 yrs 9 mos
Previous Registrations
Wells Fargo Advisors, LLC
March 2000 - August 2010 · 10 yrs 5 mos
Wells Fargo Advisors, LLCBroker
October 1998 - August 2010 · 11 yrs 10 mos
Fifth Third/the Ohio CompanyBroker
March 1993 - October 1998 · 5 yrs 7 mos
Painewebber IncorporatedBroker
April 1986 - March 1993 · 6 yrs 11 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Zid - Financial Advisor | TrueAdvisor