MZ
MZ
Merritt Zahner is a registered investment advisor at Morgan Stanley, based in Woodstock, VT, 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
Woodstock, VT
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2010Denied
Employment History
Current Registrations
Morgan Stanley
May 2010 - Present · 16 yrs
Morgan StanleyBroker
May 2010 - Present · 16 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - May 2010 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - May 2010 · 7 mos
Banc of America Investment Services, INC.
October 2006 - October 2009 · 3 yrs
Banc of America Investment Services, INC.Broker
October 2006 - October 2009 · 3 yrs
Validea Capital Management LLC
December 2005 - November 2006 · 11 mos
Banc of America Investment Services, INC.Broker
October 2004 - December 2005 · 1 yr 2 mos
Banc of America Investment Services, INC.
October 2004 - December 2005 · 1 yr 2 mos
Quick & Reilly, INC.
October 2003 - October 2004 · 1 yr
Quick & Reilly, INC.Broker
October 2003 - October 2004 · 1 yr
Fisher Investments,inc.
November 2002 - October 2003 · 11 mos
Quick & Reilly, INC.Broker
November 2000 - October 2002 · 1 yr 11 mos
First Union Securities, INC.Broker
October 2000 - November 2000 · 1 mo
First Union Brokerage Services, INC.Broker
August 2000 - October 2000 · 2 mos
Bankboston Investor Services, INC.Broker
March 2000 - August 2000 · 5 mos
Fis Securities, INC.Broker
June 1999 - August 2000 · 1 yr 2 mos
Citicorp Investment ServicesBroker
October 1998 - March 1999 · 5 mos
Fidelity Brokerage Services, INC.Broker
February 1994 - March 1998 · 4 yrs 1 mo
State Registrations30 states
AZCACOCTDCDEFLGAILKSMAMDMEMIMNMOMTNCNHNJNYORPARISCTNTXVAVTWA
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.