Ozlem Zor is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 15 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
Mack Center Iv, South 61, Paramus Road, Paramus, NJ, 07652
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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 Stanley
January 2025 - Present · 1 yr 4 mos
Morgan StanleyBroker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Wells Fargo Advisors
December 2018 - January 2025 · 6 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
November 2018 - January 2025 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2017 - November 2018 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2016 - November 2018 · 2 yrs 2 mos
UBS Painewebber Services, LLCBroker
October 2000 - March 2003 · 2 yrs 5 mos
Painewebber IncorporatedBroker
August 1999 - June 2000 · 10 mos
Millennium Securities CORP.Broker
January 1999 - August 1999 · 7 mos
Fidelity Brokerage Services, INC.Broker
September 1996 - January 1999 · 2 yrs 4 mos
State Registrations46 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.