Andrew Zentmayer is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 24 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
1801 North Military Trail, Suite 300, Boca Raton, FL, 33431
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2016 - Present · 9 yrs 11 mos
Morgan StanleyBroker
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2007 - June 2016 · 9 yrs 1 mo
Citigroup Global Markets INC.Broker
May 2007 - June 2016 · 9 yrs 1 mo
Citicorp Investment Services
October 2004 - May 2007 · 2 yrs 7 mos
Citicorp Investment ServicesBroker
October 2002 - May 2007 · 4 yrs 7 mos
Salomon Smith Barney INC.
August 2001 - August 2002 · 1 yr
Salomon Smith Barney INC.Broker
August 2001 - August 2002 · 1 yr
State Registrations30 states
AZCACOCTDCDEFLGAHIILINMAMDMEMIMONCNHNJNYOHPARISCTNTXVTWAWIWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.