Zachary Goldman is a registered investment advisor at Morgan Stanley, based in Birmingham, MI, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
34901 Woodward Avenue, Suite 300, Birmingham, MI, 48009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zachary is a silent owner/partner in Body Bar, a Pilates studio in Michigan, since November 2024. His wife handles the day-to-day operations, and Zachary dedicates minimal time to the business.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Fidelity Brokerage Services LLCBroker
State Registrations15 states
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