DZ
DZ

Dianne Zhilitsky

25 Years of Experience
Morristown, NJ
Broker

Dianne Zhilitsky is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 25 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

340 Mount Kemble Avenue, Morristown, NJ, 07960

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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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Employment History
Current Registrations
Morgan Stanley
July 2009 - Present · 16 yrs 10 mos
Morgan StanleyBroker
July 2009 - Present · 16 yrs 10 mos
Previous Registrations
Citigroup Global Markets INC.
April 2007 - November 2009 · 2 yrs 7 mos
Citigroup Global Markets INC.Broker
April 2002 - November 2009 · 7 yrs 7 mos
Salomon Smith Barney INC.Broker
April 1998 - March 2000 · 1 yr 11 mos
State Registrations34 states
ALAZCACOCTDCDEFLGAHIILINKYMAMDMEMIMNMSNCNHNJNYOHORPARISCTXVAVTWAWIWY
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.
Dianne Zhilitsky - Financial Advisor | TrueAdvisor