Zachary Koffler is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 14 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
3280 Peachtree Road North East, Suite1600, Atlanta, GA, 30305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zachary is involved with Jewish Family & Career Services as part of their Finance Committee and Advisory Board, dedicating minimal time. He also owns rental property and spends a few hours per week on property management, and works as a contractor/dive master in training for Diventures, spending minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations42 states
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