Zachary Zwilling
Zachary Zwilling is a CFP-designated registered investment advisor at Morgan Stanley, based in Laguna Niguel, CA, with 19 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
28202 Cabot Road, Suite 500, Laguna Niguel, CA, 92677
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2013Criminal
July 1998Other Business Activities
Zachary owns and manages multiple rental properties in San Clemente, California, starting in 2015. He dedicates minimal time to these investment-related activities.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Countrywide Investment Services, INC.
Countrywide Investment Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
State Registrations7 states
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
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