MZ
MZ
Matthew Zaft is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 28 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
1775 I Street, North West, Suite 200, Washington, DC, 20006
Get directionsHistory
Regulatory History (3)
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Customer Dispute
November 2005Settled
Customer Dispute
May 2005Denied
Customer Dispute
June 2002Closed-No Action
Other Business Activities
Matthew is the president of the Baltimore Phi Kappa Psi Alumni Association and a board member of The Great Talk. He also chairs the town pool committee for the Town of Somerset, dedicating minimal time to each activity.
Employment History
Current Registrations
Morgan Stanley
August 2012 - Present · 13 yrs 9 mos
Morgan Stanley
August 2012 - Present · 13 yrs 9 mos
Morgan StanleyBroker
August 2012 - Present · 13 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2005 - August 2012 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2005 - August 2012 · 6 yrs 11 mos
Wachovia Securities, LLC
July 2003 - September 2005 · 2 yrs 2 mos
Wachovia Securities, LLCBroker
July 2003 - September 2005 · 2 yrs 2 mos
Prudential Securities Incorporated
December 1998 - July 2003 · 4 yrs 7 mos
Prudential Securities IncorporatedBroker
November 1997 - July 2003 · 5 yrs 8 mos
State Registrations37 states
ALARAZCACOCTDCDEFLGAIAILLAMAMDMEMIMONCNHNJNMNVNYOHORPASCSDTNTXVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.