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Errol Zoog

8 Years of Experience
Charlotte, NC
Broker

Errol Zoog is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, with 8 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

6805 Carnegie Boulevard, Suite 400, Charlotte, NC, 28211

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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

Errol is a sole proprietor/owner of 37 Celsius LLC, an art/culture publishing business, since 2012. He spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2022 - Present · 3 yrs 11 mos
Morgan StanleyBroker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
December 2021 - May 2022 · 5 mos
Fidelity Brokerage Services LLCBroker
December 2021 - May 2022 · 5 mos
J.P. Morgan Securities LLC
April 2020 - October 2021 · 1 yr 6 mos
J.P. Morgan Securities LLCBroker
April 2020 - October 2021 · 1 yr 6 mos
Morgan Stanley
August 2018 - April 2020 · 1 yr 8 mos
Morgan StanleyBroker
June 2018 - April 2020 · 1 yr 10 mos
J.P. Morgan Securities LLCBroker
November 2017 - June 2018 · 7 mos
Morgan StanleyBroker
June 2017 - October 2017 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.