ZD
CFA
ZD
CFA
Zachary Deschaine is a CFA-designated registered investment advisor at Morgan Stanley, based in Garden City, NY, 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
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
1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530
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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 2020 - Present · 6 yrs 3 mos
Morgan StanleyBroker
June 2020 - Present · 6 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
May 2016 - June 2020 · 4 yrs 1 mo
UBS Financial Services INC.Broker
May 2016 - June 2020 · 4 yrs 1 mo
Cushman & Wakefield Securities, INC.Broker
June 2015 - April 2016 · 10 mos
Credit Suisse Securities (USA) LLCBroker
June 2014 - June 2015 · 1 yr
Cushman & Wakefield Securities, INC.Broker
November 2011 - July 2014 · 2 yrs 8 mos
State Registrations37 states
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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.