CZ
CFP
CZ
CFP
Cody Zweifel is a CFP-designated registered investment advisor at Morgan Stanley, based in Dallas, TX, with 10 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
2121 North Pearl Street, Suite 500, Dallas, TX, 75201
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Regulatory History (1)
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Criminal
April 2018Final Disposition
Employment History
Current Registrations
Morgan Stanley
November 2025 - Present · 6 mos
Morgan StanleyBroker
November 2025 - Present · 6 mos
Previous Registrations
UBS Financial Services INC.
October 2015 - November 2025 · 10 yrs 1 mo
UBS Financial Services INC.Broker
September 2015 - November 2025 · 10 yrs 2 mos
State Registrations52 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.