ZK
ZK

Zachary Kneeland

12 Years of Experience
Buffalo, NY
Broker

Zachary Kneeland is a registered investment advisor at Morgan Stanley, based in Buffalo, NY, with 12 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

50 Fountain Plaza, Key Tower North, Buffalo, NY, 14202

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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

Zachary is a soccer coach and camp instructor for Clarence Soccer Club since 2013. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Morgan Stanley
October 2015 - Present · 10 yrs 7 mos
Morgan StanleyBroker
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
LPL Financial LLC
January 2014 - September 2015 · 1 yr 8 mos
LPL Financial LLCBroker
August 2013 - September 2015 · 2 yrs 1 mo
State Registrations37 states
AZCACOCTDCFLGAHIILINKSKYLAMAMDMEMIMNMONCNENHNJNMNVNYOHORPARISCTNTXUTVAWAWI
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.