ZS
CFP · ChFC
ZS
CFP · ChFC

Zachary Stuck

9 Years of Experience
Louisville, KY
Broker

Zachary Stuck is a CFP, ChFC-designated registered investment advisor at Morgan Stanley, based in Louisville, KY, 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

4969 US Highway 42, Suite 1200, Louisville, KY, 40222

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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 partner in Chloe's Wedding Concepts, LLC, an event planning business, spending minimal time per week. He is also a co-owner of Four Shore, LLC and a partner in Stuck & Company LLC, a real estate business, dedicating minimal time to each.

Employment History
Current Registrations
Morgan StanleyBroker
November 2024 - Present · 1 yr 6 mos
Morgan Stanley
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Nationwide Securities, LLCBroker
June 2021 - November 2024 · 3 yrs 5 mos
Nationwide Securities, LLC
June 2021 - November 2024 · 3 yrs 5 mos
Gwfs Equities, INC.Broker
May 2018 - June 2021 · 3 yrs 1 mo
Advised Assets Group, LLC
May 2018 - June 2021 · 3 yrs 1 mo
Northwestern Mutual Investment Services,llc
February 2018 - April 2018 · 2 mos
Northwestern Mutual Investment Services, LLCBroker
February 2018 - April 2018 · 2 mos
Securities America Advisors, INC.
August 2016 - November 2017 · 1 yr 3 mos
Securities America, INC.Broker
June 2016 - November 2017 · 1 yr 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.