Zvart Potoukian is a registered investment advisor at Morgan Stanley, based in Cupertino, CA, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
20400 Stevens Creek Boulevard, Suite 350, Cupertino, CA, 95014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zvart oversees property management for personal rental property through Tyron Corporation, dedicating minimal time after business hours. She is also a board member of St. Nick's Kids Inc, an adoption agency, spending minimal time after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Marketing One Securities, INC.Broker
Wells Fargo Securities INC.Broker
State Registrations32 states
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