FZ
FZ

Francesca Zavolta

31 Years of Experience
New York, NY
Broker

Francesca Zavolta is a registered investment advisor at Morgan Stanley, based in New York, NY, with 31 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

55 East 52nd Street, 12th Floor, New York, NY, 10055

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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

Francesca serves as a Power of Attorney (POA) in New York, starting in February 2023. This investment-related activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
October 2013 - Present · 12 yrs 7 mos
Morgan StanleyBroker
October 2013 - Present · 12 yrs 7 mos
Previous Registrations
Barclays Capital INC.
January 2009 - October 2013 · 4 yrs 9 mos
Barclays Capital INC.Broker
September 2008 - October 2013 · 5 yrs 1 mo
Lehman Brothers INC.
March 2008 - October 2008 · 7 mos
Lehman Brothers INC.Broker
June 2004 - September 2008 · 4 yrs 3 mos
J.P. Morgan Securities INC.Broker
May 2001 - June 2004 · 3 yrs 1 mo
J.P. Morgan Securities INC.Broker
July 1994 - May 2001 · 6 yrs 10 mos
State Registrations47 states
ARAZCACOCTDCDEFLGAHIIAIDILINKSMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.