Zachary Harmon is a registered investment advisor at Morgan Stanley, based in Austin, TX, with 6 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
8701 Bee Caves Road, Suite 300, Austin, TX, 78746
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
May 2025 - Present · 1 yr 4 mos
Morgan StanleyBroker
May 2025 - Present · 1 yr 4 mos
Previous Registrations
Focus Partners Wealth, LLC
July 2024 - March 2025 · 8 mos
Buckingham Strategic Wealth, LLC
November 2023 - November 2024 · 1 yr
Sanford C. Bernstein & CO., LLCBroker
April 2019 - April 2023 · 4 yrs
State Registrations32 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.