ZM
ZM

Zongying Montgomery

11 Years of Experience
Baltimore, MD
Broker

Zongying Montgomery is a registered investment advisor at Morgan Stanley, based in Baltimore, MD, with 11 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
Loading...

Location

1300 Thames Street, Thames Street Wharf, Baltimore, MD, 21231

Get directions

History

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 →
Other Business Activities

Zongying is the sole proprietor/owner of Moving Waters, LLC, a rental property in Ellicott City, Maryland, since April 2023. Zongying spends minimal time on property management after business hours.

Employment History
Current Registrations
Morgan Stanley
May 2021 - Present · 5 yrs
Morgan StanleyBroker
November 2015 - Present · 10 yrs 6 mos
Previous Registrations
Morgan Stanley & CO. LLCBroker
December 2014 - October 2017 · 2 yrs 10 mos
State Registrations2 states
MDVA
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.