ZM
ZM

Zachary Myers

9 Years of Experience
Allentown, PA
Broker

Zachary Myers is a registered investment advisor at Morgan Stanley, based in Allentown, PA, with 9 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

515 West Hamilton Street, 7th Floor, Allentown, PA, 18101

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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 works for Grubhub, a food delivery service, since 2022. This takes about 10-20% of his time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
August 2022 - Present · 3 yrs 9 mos
Morgan Stanley
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, LLC
December 2020 - August 2022 · 1 yr 8 mos
Ameriprise Financial Services, LLCBroker
June 2018 - August 2022 · 4 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
November 2016 - May 2018 · 1 yr 6 mos
State Registrations46 states
AKALARAZCACOCTDCDEFLGAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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