ZL
ZL

Zaim Lajka

25 Years of Experience
Red Bank, NJ
Broker

Zaim Lajka is a registered investment advisor at Morgan Stanley, based in Red Bank, 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

20 Linden Place, Red Bank, NJ, 07701

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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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Other Business Activities

Zaim owns rental property in Staten Island, NY since 2015. He spends minimal time on this investment-related activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2017 - Present · 8 yrs 11 mos
Morgan Stanley
May 2017 - Present · 9 yrs
Morgan StanleyBroker
May 2017 - Present · 9 yrs
Previous Registrations
UBS Financial Services INC.Broker
December 2015 - May 2017 · 1 yr 5 mos
Credit Suisse Securities (USA) LLCBroker
February 2006 - January 2016 · 9 yrs 11 mos
Pershing LLCBroker
April 2000 - February 2006 · 5 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Zaim Lajka - Financial Advisor | TrueAdvisor