TZ
TZ
Tricia Zelinka
25 Years of Experience
Wilkes Barre, PA
1 DisclosureBroker
Tricia Zelinka is a registered investment advisor at Morgan Stanley, based in Wilkes Barre, PA, 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
Cross Creeke Pointe Suite 401, 1065 Highway 315, Wilkes Barre, PA, 18702
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2023Settled
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
December 2008 - June 2009 · 6 mos
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2006 - December 2008 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2006 - December 2008 · 2 yrs 5 mos
M&t Securities, INC.Broker
December 2000 - June 2006 · 5 yrs 6 mos
Prudential Securities IncorporatedBroker
April 2000 - November 2000 · 7 mos
State Registrations35 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.