Craig Zvonar is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 30 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
233 South Wacker Drive, Suite 8600, Chicago, IL, 60606
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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 StanleyBroker
April 2015 - Present · 11 yrs 1 mo
Morgan Stanley
April 2015 - Present · 11 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLCBroker
August 2012 - March 2015 · 2 yrs 7 mos
Wells Fargo Advisors, LLC
August 2012 - March 2015 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2011 - August 2012 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2011 - August 2012 · 1 yr
Wells Fargo Advisors, LLC
November 2008 - August 2011 · 2 yrs 9 mos
Wells Fargo Advisors, LLCBroker
April 2008 - August 2011 · 3 yrs 4 mos
Fidelity Brokerage Services LLCBroker
October 2004 - December 2007 · 3 yrs 2 mos
Stocks 4 Less, INC.Broker
February 2003 - August 2004 · 1 yr 6 mos
J.B. Oxford & CompanyBroker
July 2002 - February 2003 · 7 mos
Point Direx Securities, LLCBroker
May 2002 - June 2002 · 1 mo
J.B. Oxford & CompanyBroker
August 2001 - May 2002 · 9 mos
Andover Brokerage, L.L.C.Broker
March 2001 - July 2001 · 4 mos
Fleet Securities, INC.Broker
November 2000 - March 2001 · 4 mos
J.B. Oxford & CompanyBroker
March 2000 - November 2000 · 8 mos
Mydiscountbroker.comBroker
November 1998 - May 2000 · 1 yr 6 mos
Charles Schwab & CO., INC.Broker
June 1997 - October 1998 · 1 yr 4 mos
Murphey, Marseilles, Smith & Nammack, INC.Broker
January 1997 - April 1997 · 3 mos
Wells Fargo Securities INC.Broker
September 1996 - December 1996 · 3 mos
J.B. Oxford & CompanyBroker
August 1995 - September 1996 · 1 yr 1 mo
Securities America, INC.Broker
August 1994 - June 1995 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.