GZ
GZ
Gilbert Zucker
31 Years of Experience
Menlo Park, CA
3 DisclosuresBroker
Gilbert Zucker is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, 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
2882 Sand Hill Road, Suite 200, Menlo Park, CA, 94025
Get directionsHistory
Regulatory History (3)
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Customer Dispute
March 2003Denied
Customer Dispute
August 2002Denied
Customer Dispute
June 2002Denied
Employment History
Current Registrations
Morgan Stanley
January 2020 - Present · 6 yrs 4 mos
Morgan StanleyBroker
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1997 - January 2020 · 22 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1994 - January 2020 · 25 yrs 3 mos
Prudential Securities IncorporatedBroker
August 1994 - September 1994 · 1 mo
State Registrations18 states
CACOCTDCFLHIMAMENCNJNVNYOHORSCTXUTVA
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.