ZH
ZH
Ziad Habayeb is a registered investment advisor at Morgan Stanley, based in Cape Neddick, ME, 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
Cape Neddick, ME
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Regulatory History (1)
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Customer Dispute
May 2010Denied
Other Business Activities
Ziad is a managing partner in a real estate venture called Petra I since 2009, and a partner in a rental property since 2009. He is also a limited partner in ZNH, LLC, which owns a convenience store gas station, since 2016.
Employment History
Current Registrations
Morgan Stanley
May 2021 - Present · 5 yrs
Morgan StanleyBroker
May 2021 - Present · 5 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2009 - May 2021 · 12 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2009 - May 2021 · 12 yrs 2 mos
Citigroup Global Markets INC.
February 2001 - April 2009 · 8 yrs 2 mos
Citigroup Global Markets INC.Broker
February 2001 - April 2009 · 8 yrs 2 mos
UBS Painewebber INC.Broker
July 1996 - March 2001 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1992 - August 1996 · 4 yrs 7 mos
Pruco Securities CorporationBroker
October 1991 - November 1991 · 1 mo
The Prudential Insurance Company of AmericaBroker
October 1991 - November 1991 · 1 mo
State Registrations26 states
ALAZCACOCTDEFLGAHIILINMAMDMEMINCNHNJNVNYOHPASCTXVAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.