BZ
BZ

Brian Zivicky

22 Years of Experience
Denver, CO
Broker

Brian Zivicky is a registered investment advisor at Morgan Stanley, based in Denver, CO, with 22 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
Loading...

Location

1550 Market Street, Suite 600, Denver, CO, 80202

Get directions

History

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 →
Other Business Activities

Brian is a partner at 10110 LLC, a consulting firm in Denver, Colorado, since 2017. He dedicates minimal time to this activity during and after business hours.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs 2 mos
Morgan StanleyBroker
April 2020 - Present · 6 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2008 - April 2020 · 11 yrs 6 mos
J.P. Morgan Securities INC.Broker
October 2003 - October 2008 · 5 yrs
State Registrations20 states
AZCACOCTDCFLIDMAMDMIMNMTNENMNVNYTNTXWAWY
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.
Brian Zivicky - Financial Advisor | TrueAdvisor