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Stephan Zacharkiw
25 Years of Experience
Charleston, SC
1 DisclosureBroker
Stephan Zacharkiw is a registered investment advisor at Morgan Stanley, based in Charleston, SC, 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
850 Morrison Drive, Suite 800, Charleston, SC, 29403
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Regulatory History (1)
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Customer Dispute
June 2014Settled
Other Business Activities
Stephan owns investment property in Charleston, SC since 2018. This activity requires minimal time and is investment-related.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
September 2000 - February 2006 · 5 yrs 5 mos
Legg Mason Wood Walker, IncorporatedBroker
June 2000 - February 2006 · 5 yrs 8 mos
State Registrations42 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.