MZ
MZ

Morry Zolet

39 Years of Experience
Lutherville, MD
Broker

Morry Zolet is a registered investment advisor at Morgan Stanley, based in Lutherville, MD, 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

2330 West Joppa Road, Suite 255, Lutherville, MD, 21093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Morry serves on the Board of Governors for the Associated Jewish Charities, focusing on business development, growth, and fundraising. This takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2000 - June 2009 · 9 yrs 1 mo
Citigroup Global Markets INC.Broker
May 2000 - June 2009 · 9 yrs 1 mo
Ferris, Baker Watts IncorporatedBroker
October 1988 - July 2000 · 11 yrs 9 mos
Baker, Watts & CO., INC.Broker
February 1987 - October 1988 · 1 yr 8 mos
State Registrations41 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Morry Zolet - Financial Advisor | TrueAdvisor