RZ
RZ

Rorie Zajac

23 Years of Experience
Seattle, WA
Broker

Rorie Zajac is a registered investment advisor at Morgan Stanley, based in Seattle, WA, with 23 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

601 Union Street, Two Union Square, Suite 5200, Seattle, WA, 98101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Rorie is a passive partner in an inherited rental property through Inclined to Skee, LLC since November 2023. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2011 - Present · 14 yrs 11 mos
Morgan StanleyBroker
June 2011 - Present · 14 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
November 2003 - June 2011 · 7 yrs 7 mos
UBS Financial Services INC.Broker
April 2002 - June 2011 · 9 yrs 2 mos
State Registrations31 states
AKAZCACOFLGAHIIDILINKSMAMDMEMIMNMTNCNJNMNVNYORPATNTXUTVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.