MZ
MZ
Merle Zislin is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 38 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
595 South Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (3)
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Customer Dispute
August 2005Denied
Customer Dispute
February 2004Award / Judgment
Customer Dispute
May 2003Withdrawn
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
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 1991 - April 2007 · 16 yrs 3 mos
Morgan Stanley Dw INC.Broker
August 1987 - April 2007 · 19 yrs 8 mos
State Registrations40 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.