CZ
CZ

Christopher Zappy

14 Years of Experience
Mount Laurel, NJ
Broker

Christopher Zappy is a registered investment advisor at Morgan Stanley, based in Mount Laurel, NJ, 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

330 Fellowship Road, Mount Laurel, NJ, 08054

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christopher volunteers with the District Fee Arbitration Committee and owns rental property. He dedicates minimal time to the volunteer work and a few hours per week to property management.

Employment History
Current Registrations
Morgan Stanley
June 2016 - Present · 10 yrs 3 mos
Morgan StanleyBroker
May 2016 - Present · 10 yrs 4 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
December 2014 - May 2016 · 1 yr 5 mos
Pruco Securities, LLC.Broker
January 2012 - November 2014 · 2 yrs 10 mos
State Registrations37 states
ALAZCACOCTDCDEFLGAHIIDILINKSLAMAMDMIMOMSNCNDNHNJNVNYOHORPARISCTNTXUTVAVTWA
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.