Alvin Zach is a registered investment advisor at Morgan Stanley, based in Omaha, NE, with 33 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
Loading...
Location
13625 California Street, Suite 400, Omaha, NE, 68154
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
July 2008 - June 2009 · 11 mos
Citigroup Global Markets INC.Broker
July 2008 - June 2009 · 11 mos
Wachovia Securities, LLCBroker
January 2008 - July 2008 · 6 mos
Wachovia Securities, LLC
January 2008 - July 2008 · 6 mos
A. G. Edwards & Sons, INC.
July 1997 - January 2008 · 10 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
December 1994 - January 2008 · 13 yrs 1 mo
Edward D. Jones & CO., L.P.Broker
July 1992 - December 1994 · 2 yrs 5 mos
State Registrations23 states
AKAZCACODEFLIAILINKSMIMNNCNENJNVNYOKPASDTXVAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.