ZP
ZP

Zachary Pinnau

11 Years of Experience
South Jordan, UT
Broker

Zachary Pinnau is a registered investment advisor at Morgan Stanley, based in South Jordan, UT, 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
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Location

680 West 10000 South, South Jordan, UT, 84095

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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.

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Other Business Activities

Zachary is a Ward Assistant Clerk - Finance for The Church of Jesus Christ of Latter-Day Saints since 2015, performing accounting/bookkeeping and check signing/funds disbursement. This takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2021 - Present · 5 yrs 1 mo
Morgan Stanley
June 2021 - Present · 5 yrs 1 mo
Morgan Stanley
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Kovack Advisors, INC.
February 2015 - April 2021 · 6 yrs 2 mos
Kovack Securities INC.Broker
November 2014 - April 2021 · 6 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Zachary Pinnau - Financial Advisor | TrueAdvisor