AZ
AZ

Agustin Zavalia

7 Years of Experience
New York, NY
Broker

Agustin Zavalia is a registered investment advisor at Morgan Stanley, based in New York, NY, with 7 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

750 Seventh Avenue, New York, NY, 10019

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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

Agustin is a sole proprietor/owner of a rental property in Brooklyn, New York, since November 2024. He spends minimal time on landlord duties after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
October 2024 - Present · 1 yr 11 mos
Morgan Stanley
October 2024 - Present · 1 yr 11 mos
Previous Registrations
Morgan StanleyBroker
July 2018 - September 2023 · 5 yrs 2 mos
Morgan Stanley
July 2018 - September 2023 · 5 yrs 2 mos
Wells Fargo Clearing Services, LLC
July 2017 - May 2018 · 10 mos
Wells Fargo Clearing Services, LLCBroker
April 2017 - May 2018 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.