JZ
JZ

John Zitzmann

34 Years of Experience
Providence, RI
Broker

John Zitzmann is a registered investment advisor at Morgan Stanley, based in Providence, RI, with 34 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

One Financial Plaza, 19th Floor, Providence, RI, 02903

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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

John serves on the investment committee of Save the Bay and Narragansett Bar, dedicating minimal time outside of business hours. He also owns rental property in Falmouth, ME, since 2007, spending minimal time on it outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 1995 - April 2007 · 12 yrs 2 mos
Morgan Stanley Dw INC.Broker
November 1993 - April 2007 · 13 yrs 5 mos
Lehman Brothers INC.Broker
September 1993 - October 1993 · 1 mo
Prudential Securities IncorporatedBroker
October 1991 - August 1993 · 1 yr 10 mos
Lehman Brothers INC.Broker
April 1990 - August 1990 · 4 mos
State Registrations43 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Zitzmann - Financial Advisor | TrueAdvisor